1.Captures new CTA submission
Integrate Typeform, survey tools, and form fields to catch new CTA entries and extract the deal identifier and response fields.
Update CRM deal records from marketing CTA survey responses
Automatically capture CTA survey submissions across Typeform, Formatter by Zapier, and HubSpot. Create and update when new CTA submissions arrive, rating responses change, or deal identifiers matchβso you can normalize ratings, update deal fields, and preserve feedback without manual CRM data entry.
How this automation updates your deal records
When new CTA survey entries arrive, delays can hide critical feedback from the right deal team. This automation captures responses, normalizes them, finds matching deals, and updates deal fieldsβso your team can follow up faster.
Typeformor swap with your favorite app
2.Normalizes the survey rating
Integrate Formatter by Zapier and data formatting tools to convert the submission rating to a CRM-friendly format.
Formatter by Zapieror swap with your favorite app
3.Finds the matching deal
Integrate HubSpot and CRM lookup tools to search deals by the hidden deal identifier and return the matching record.
HubSpotor swap with your favorite app
4.Updates the deal record
Integrate HubSpot and CRM field mapping tools to write comments, normalized rating, and resource requests to the deal.
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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.
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.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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