1.Captures new entry fields
Integrate Typeform and form capture tools to capture respondent email and submission fields to normalize and prepare CRM updates.
Route questionnaire responses into deal and contact records
Automatically capture questionnaire submissions across Typeform, and reconcile answers in HubSpot to keep records accurate. Update deal and contact fields when submissions arrive, so you can map financial responses, set vetting flags, and create or update contacts without manual CRM entry.
How this automation routes deal-ready CRM data
When a new Typeform entry arrives, delays can leave deal stages and contact details out of sync. This automation captures submission fields, finds the right deal, and updates the deal and contact recordsβso your team can follow up with verified data.
Typeformor swap with your favorite app
2.Finds matching deal
Integrate HubSpot and CRM search workflows to search for an existing deal by associated contact email to route deal updates.
HubSpotor swap with your favorite app
3.Branches by vetting answer
Integrate Paths by Zapier and decision logic to branch on the vetting answer to apply the correct deal update path.
Paths by Zapieror swap with your favorite app
4.Updates deal financial fields
Integrate HubSpot and deal record updates to update deal financial fields and set the vetting flag to match the branch outcome.
5.Creates or updates contact
Integrate HubSpot and CRM contacts to create or update the contact with address, phone, employment, net-worth summary, and vetting flag.
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Explore all CRM data entry automations
Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
Set up in minutes
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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