1.Monitors new form submission
Integrate HubSpot and form capture tools to capture demo request submissions to trigger contact updates.
Update lead records with demo request and notes
Automatically catch demo request submissions across HubSpot forms. Create and update lead records when demo request details land, emails are present, or SDR notes need an appended summaryβso you can update CRM fields, enrich contacts, and preserve outreach context without manual data entry.
How this automation updates lead records with demo details
When a new demo request form submission happens, reps can waste time cleaning CRM fields and rewriting notes. This automation catches the submission, finds the matching contact, and updates contact properties and SDR notesβso your team can outreach with qualification context instantly.
HubSpotor swap with your favorite app
2.Waits for a 3 minute delay
Integrate Delay by Zapier and automation timing tools to pause briefly and avoid race conditions with enrichment.
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3.Finds contact by email
Integrate HubSpot and CRM search tools to look up the existing contact record by email before updates.
4.Updates contact record
Integrate HubSpot and CRM field mapping tools to update properties and append a demo summary to SDR notes.
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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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