1.Captures new form submission payload
Integrate HubSpot and form handling tools to capture submission payload and map values to deal and contact fields.
Update CRM deal records from image-only form submissions
Automatically monitor new form submissions across HubSpot. Create and update when image-only review submissions include a deal identifier, contact identifier, or deal identifier updatesβso you can attach deal images, set review flags, and update contact context without manual data entry.
How this automation updates your deal records
When image-only form submissions arrive without a clear deal record update, review context gets delayed and sales reps lose time. This automation captures form payloads, finds matching deals, updates deal and contact recordsβso your team can act on visual context immediately.
HubSpotor swap with your favorite app
2.Finds associated deal by identifier
Integrate HubSpot and CRM lookup tools to find the deal using the submission deal identifier and continue only when matched.
3.Updates deal image properties and flags
Integrate HubSpot and CRM record updates to map image uploads to deal properties, add notes, and set review flags.
4.Updates contact record and review flags
Integrate HubSpot and CRM record updates to set contact review flags and reflect the form submission context for outreach.
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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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.
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