1.Detect new form entry
Integrate Typeform and webhook delivery tools to capture submission payload and start contact onboarding records.
Add course form entrants to CRM and workflows
Automatically detect new course form entries across Typeform, HubSpot, and Google Sheets. Create CRM contacts, normalize phones, and enroll entrants in onboarding workflows when submissions arrive—or so you can reduce lead data gaps, speed outreach, and keep enrollment managers aligned without manual reporting.
How this automation accelerates onboarding enrollment
When course form submissions come in, delays can leave enrollment managers without complete lead records. This automation captures entries, enriches contacts, normalizes phone data, and enrolls entrants and logs details—so your team can move faster with confidence.
Typeformor swap with your favorite app
2.Find contact by email
Integrate HubSpot and CRM lookup tools to search by email and map submission fields to contact properties.
HubSpotor swap with your favorite app
3.Normalize phone text
Integrate Formatter by Zapier and data cleanup tools to normalize the phone value and pass it downstream.
Formatter von Zapieror swap with your favorite app
4.Create or update messaging contact
Integrate respond.io and messaging profile tools to create or update a contact using the normalized phone.
respond.ioor swap with your favorite app
5.Create a worksheet row
Integrate Google Sheets and reporting tables to append a new row with timestamp, email, phone, and course details.
Google Sheetsor swap with your favorite app
6.Enroll in onboarding workflow
Integrate HubSpot and workflow automation to enroll the contact by email into the onboarding workflow.
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
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Add contacts from integrated accounts to onboarding campaign immediately
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Explore all onboarding workflow management automations
Accelerate customer onboarding with automated kickoff routing, task assignment, and milestone tracking
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.
Schritt 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Schritt 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Schritt 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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