1.Captures submitted form details
Integrate ClickFunnels and funnel tracking tools to capture submission email and mapped contact fields for lookup.
Update contact source from funnel submission for routing
Automatically capture contact submitted form events across ClickFunnels and HubSpot. Create and update when qualifying funnel submissions match, so you can apply source labels, update contact records, and preserve routing fields without manual routing checks.
How this automation improves your routing source data
When contact submitted form events require consistent origin tracking, manual entry can break routing and reporting. This automation captures funnel submissions, filters and looks up matching contacts, and updates contact source and fieldsβso your team can route with confidence.
ClickFunnelsor swap with your favorite app
2.Filters qualifying submissions
Integrate Filter by Zapier and conditional rules to continue only for qualifying funnel redirect or flow submissions.
Filter by Zapieror swap with your favorite app
3.Delays before contact lookup
Integrate Delay by Zapier and event timing controls to wait 2 minutes so tracking values settle.
Delay by Zapieror swap with your favorite app
4.Finds contact by email
Integrate HubSpot and crm contact lookup tools to search by the mapped submission email and return a contact id.
HubSpotor swap with your favorite app
5.Updates contact source and fields
Integrate HubSpot and crm fields mapping to apply the configured source label and update contact properties.
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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
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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.
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