Make: Form to HubSpot Deal in 4 Modules
Every time someone fills in your "Request a Demo" or "Get a Quote" form, someone on the team has to manually open HubSpot, create a contact (a person record), and create a deal (an opportunity record in your sales pipeline). That takes time, it's easy to forget, and leads slip through. This build does it automatically the moment the form is submitted.
Create your HubSpot form
A form is a web page widget that collects visitor information and saves it to HubSpot. You need one before Make has anything to watch. In HubSpot, go to Marketing → Forms, click Create form, choose Embedded form, and add at minimum a First name, Last name, Email, and a field for what the person needs (e.g. "What are you interested in?"). Publish the form — you don't need to embed it on your site yet; HubSpot stores submissions regardless.
Create a Make scenario and add the trigger
A scenario in Make is a visual workflow — a chain of connected steps called modules. You build it on a canvas. Log in to Make (make.com), click Create a scenario from your dashboard, and you'll see a blank canvas. Click the + (plus) icon in the centre to open the module picker. Search for HubSpot CRM and choose the trigger Watch Submissions for a Form. Connect your HubSpot account when prompted, then pick the form you just created. This module fires once for every new form submission.
Add a module to create or update the contact
Now you'll tell Make what to do when a submission arrives. Click the + bubble to the right of your trigger module. Search for HubSpot CRM again, and this time pick the action Create or Update a Contact. This module looks up whether an email already exists in HubSpot; if it does, it updates that person; if not, it creates a new one. Map the fields by clicking inside each box and selecting the matching piece of form data that the trigger passes along — for example, click the Email box and pick the Email token from the trigger.
Add a module to create the deal
Click the + bubble after the contact module. Search for HubSpot CRM and choose Create a Deal. A deal needs at minimum a name, a pipeline, and a stage. For the deal name, click the field and mix static text with a form token — for example type `Demo request – ` then click the token picker and insert the submitter's first name and last name. Pick your pipeline (probably "Sales Pipeline") and a starting stage (probably "Appointment Scheduled" or "New Lead"). Under Associate with, select Contact and map the Contact ID output from the previous module so the deal links to the right person.
Test with Run once, then switch the scenario on
Before going live, click Run once in the bottom toolbar. Make will wait for one real submission — go to your HubSpot form preview URL and fill it in with test data. After a few seconds, you'll see green bubbles appear on each module showing how many records were processed. Click any bubble to inspect the data that flowed through. If everything looks right, click the toggle in the bottom-left corner to switch the scenario from OFF to ON. From now on, every form submission automatically creates the contact and deal without you lifting a finger.
What you get
Every new HubSpot form submission now automatically creates or updates the contact in your CRM and opens a fresh deal in your sales pipeline at the right stage — ready for a rep to pick up. No manual data entry, no dropped leads. Rough effort: ~1.5 hours · Make free plan (1,000 operations/month included) + HubSpot free CRM. No paid tiers needed for this build..