1.Submits new form submission
Integrate HubSpot and CRM intake tools to capture new form submissions for sales-ready tracking.
Create deals from qualifying web form submissions for sales
Automatically monitor new form submissions across HubSpot to capture sales leads. Create and update deal records when submissions qualify, contact details are available, or enrichment values are derivedβso you can speed follow-up, reduce manual data entry, and keep your pipeline current without manual CRM setup.
How this automation converts form leads into pipeline deals
When new form submission arrives, leads can stall before sales outreach. This automation submits converted records and enriches lead data, then finds contacts and creates dealsβso your team can move qualified leads into pipeline faster.
HubSpotor swap with your favorite app
2.Submits converted form record
Integrate HubSpot and CRM field mapping to convert submission fields and store a converted form record for tracking.
3.Continues only for qualifying records
Integrate Filter by Zapier and qualification rules to continue only when the submission meets configured interest criteria.
Filter by Zapieror swap with your favorite app
4.Finds contact by email
Integrate HubSpot and contact lookup tools to find an existing contact and return a contact id.
5.Calculates lead enrichment values
Integrate Formatter by Zapier and enrichment logic tools to calculate age for segmentation from date-of-birth.
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6.Creates deal and associates contact
Integrate HubSpot and pipeline management tools to create a deal, set stage and pipeline, and associate it to the contact.
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Accelerate deal progress with automated stage updates, activity logging, and follow-up alerts
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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Allen Lai, Head of Customer Experience
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