Capture a new client's details once, and Formt creates or updates the company and contact in HubSpot, logs an onboarding note, generates a welcome-pack PDF, emails it to the client, and pings the team. The CRM ends the workflow with the customer fully on file and the client gets a same-day welcome. Today this starts from an internal form; once public-form and webhook triggers ship, the same workflow can be kicked off client-initiated.
Capture a new client's details once, and Formt creates or updates the company and contact in HubSpot, logs an onboarding note, generates a welcome-pack PDF, emails it to the client, and pings the team. The CRM ends the workflow with the customer fully on file and the client gets a same-day welcome. Today this starts from an internal form; once public-form and webhook triggers ship, the same workflow can be kicked off client-initiated.
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