1.Captures new form submissions
Integrate HubSpot and form fields to capture submission payloads and map inputs like name, email, phone, and notes.
Create or update CRM lead from web form submissions
Automatically monitor new form submissions across HubSpot and Salesforce. Create and update CRM leads when qualifying pages submit, add submission notes, and assign ownersβso you can eliminate manual lead entry.
How this automation keeps your CRM leads current
When new web form submissions arrive from qualifying pages, delays and duplicates can stall sales follow-up. This automation captures submissions, filters and deduplicates slots, and find or creates CRM leads and notesβso your team can act on intent fast.
HubSpotor swap with your favorite app
2.Filters to qualifying form pages
Integrate Filter by Zapier and page URL checks to exclude non-lead paths and continue only for qualifying submissions.
Filter by Zapieror swap with your favorite app
3.Parses and normalizes submissions
Integrate Code by Zapier and data normalization tools to normalize aliases, trim fields, and produce up to three dedupe slots.
Code by Zapieror swap with your favorite app
4.Iterates deduplicated submission slots
Integrate Looping by Zapier and lead field mapping to iterate slots, map sources to CRM fields, and determine owner info.
Looping by Zapieror swap with your favorite app
5.Finds or creates leads and adds notes
Integrate Salesforce and CRM updates to search by email and transfer date, update matched leads, or create new leads with submission notes.
Salesforceor swap with your favorite app
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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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