1.Detect brochure form submissions
Integrate HubSpot and CRM data tools to detect brochure/download submissions and new contacts for qualifying follow-ups.
Create deals from brochure download contacts for follow-up
Automatically watch brochure download submissions and new contacts across HubSpot. Create and update when brochure flag appears, submissions arrive, or new contacts are created β so you can create deals, log engagement notes, and send follow-up emails without manual follow-up.
How this automation creates prioritized follow-up deals
When brochure downloads and new contacts arrive without being turned into pipeline items, follow-up gets delayed and deals slip. This automation monitors form submissions and creates deals, schedules outreach, and logs engagementβso your team can move faster with clear context.
HubSpotor swap with your favorite app
2.Format names and default values
Integrate Formatter by Zapier and data formatting tools to transform name fields and set defaults for personalized outreach.
Formatter by Zapieror swap with your favorite app
3.Create deal record and associate contact
Integrate HubSpot and pipeline tools to create a deal, set stage, and associate it with the originating contact by email.
4.Wait until next working day
Integrate Delay by Zapier and scheduling tools to delay outreach until the next working day at 09:00.
Delay by Zapieror swap with your favorite app
5.Send follow-up email next working day
Integrate Gmail and email templates to send a personalized follow-up using the first name and configured sender.
Gmailor swap with your favorite app
6.Log sent email engagement
Integrate HubSpot and CRM engagement tools to create an engagement record that logs the sent email and interaction note.
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Explore all deal tracking automations
Accelerate deal progress with automated stage updates, activity logging, and follow-up alerts
Set up in minutes
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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.
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
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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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