1.Captures new form submission
Integrate HubSpot and webhooks to capture the incoming quote submission and extract submission ID and source fields.
Create organized loan quote folder for new submissions
Automatically monitor new form submission webhook events across HubSpot and Google Drive. Create organized quote folders when loan quote submission received, submission ID created, or form data captured—so you can create folders, normalize addresses, and store folder links without manual filing.
How this automation creates organized quote folders
When new form submissions arrive, documents can get scattered and hard to find later for loan processing. This automation captures submission details, formats folder naming fields, and creates a dedicated Google Drive folder—so your team can retrieve quotes fast.
HubSpotor swap with your favorite app
2.Normalizes address and state
Integrate Formatter by Zapier and lookup tables to normalize state names, format address fragments, and build folder title components.
Formatter von Zapieror swap with your favorite app
3.Creates folder and returns link
Integrate Google Drive and document storage to create a new folder, set the folder title, and return the folder link.
Google-Laufwerkor swap with your favorite app
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Schritt 1
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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
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