HubSpot’s platform unites marketing, sales, and service teams. It’s intuitive for first-timers, and it has well-integrated AI features—like generative AI, predictive analytics, and smart suggestions. One way to squeeze even more power from HubSpot is to connect it to Zapier to streamline the way you import contacts.

It’s easy to do: Just grab this template, which comes with a user-friendly, customizable form for smarter contact management. Every time a form submission comes through, Zapier automatically zips that contact info to HubSpot, or updates an existing contact.

Zapier products the template uses

• Interfaces — an automated form, page, and app builder for collecting data
• Tables — databases that let you track and automate your data
• Zaps — automated workflows
• Canvas — a diagramming tool that helps you visualize your workflows

How this form template works

This template improves your contact management process, helping you simplify the way you work within HubSpot.

Here's how the magic happens:

• A new contact submits their information through a form.
• The submitted data gets stored in a table.
• …which triggers a Zap to process the new information.
• The Zap checks if the contact already exists in HubSpot, using the email address as a unique identifier.
• If the contact doesn't exist, a new entry gets created in HubSpot with all the provided info.
• If the contact already exists, their information gets updated with the new data.
• The entire workflow is visually represented in Canvas, making it easy for you to modify if needed.

The template can capture a wide range of contact details, including:

• Email address (used as the unique identifier)
• First and last name
• Phone number
• Company name
• Job title
• Website URL
• Lead status
• Source of the contact
• Lifecycle stage
• Complete address information

To set up this template:

• Connect your HubSpot account to Zapier.
• Customize the form fields to match your specific needs.
• Set up the table to store submitted data.
• Configure the Zap to check for existing contacts and create or update them accordingly.
• Use Canvas to visualize and fine-tune your workflow.

Who should use this template

This Create or update contact form template is ideal for:

• Sales teams looking to streamline their lead capture and management process
• Marketing professionals who want to ensure their customer relationship management (CRM) system is always up-to-date
• Small business owners who need an efficient way to manage customer data
• Customer service representatives who require quick access to accurate contact information
• Event organizers collecting attendee information
• eCommerce businesses aiming to maintain detailed customer profiles
• Freelancers and consultants managing client information
• Nonprofit organizations efficiently managing donor and volunteer data

This template saves you time on manual data entry, reduces errors, and lets you focus on building stronger relationships with your contacts.

Key benefits this form template

• Time-saving automation: Eliminate manual data entry and focus on strategic tasks
• Improved data accuracy: Reduce human errors with automated data transfer
• Real-time updates: Keep your HubSpot CRM current with instant contact creation and updates