1.Receives new form submission
Integrate HubSpot and form webhooks to receive the form webhook and map submission fields to the workflow.
Update deal owner and contact from form submission
Automatically monitor new form submissions across HubSpot and Zapier tools. Create and update deal and contact when form submissions include phone details, source fields, or an associated contactβso you can assign owners, normalize lead sources, and update records without manual data entry.
How this automation updates sales records
When new form submission webs happens, unprocessed intake slows outreach and creates messy CRM updates. This automation extracts and normalizes lead source, rotates SDR owners, and updates the linked deal and contactβso your team can start outreach fast.
HubSpotor swap with your favorite app
2.Normalizes lead source
Integrate Formatter by Zapier and lookup tables to extract source fields and map them to a standardized lead source.
Formatter by Zapieror swap with your favorite app
3.Rotates SDR owner
Integrate Storage by Zapier and rotation counters to compute the current SDR owner ID for assignment.
Storage by Zapieror swap with your favorite app
4.Updates deal and contact
Integrate HubSpot and CRM record updates to assign the deal owner, set the deal lead source, and update linked contact phone.
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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.
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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Jacob Sirrs, Marketing Operations Specialist
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