Merge templates and send emails via Zoho Writer for new form submissions in HubSpot CRM

First, we need to connect HubSpot and Zoho Writer to Zapier.

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  Create Zapier account.

  Create Zapier account if you don't have one.

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  Connect HubSpot to Zapier.

  Give Zapier access to your HubSpot account, using HubSpot credentials.

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  Connect Zoho Writer to Zapier.

  Give Zapier access to your Zoho Writer account, using Zoho Writer credentials.

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

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  Set up a Trigger action for HubSpot

  Choose the following trigger: New Form Submission (Triggers when a form is submitted.).

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  Then set up an Action for Zoho Writer

  Choose this action: Merge a Template and Send Email (Merges a template with data from a source and send mail.).

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  Then set up another Action for HubSpot

  Choose this action: New Form Submission (Triggers when a form is submitted.).

Finally, we need to test this automation and publish it.

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  Customize data flow

  Configure the data that is exchanged between HubSpot and Zoho Writer.

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  Test the workflow and turn it on for production use

  Test your scenario and publish to production. Now you have an automatic workflow, that will Merge templates and send emails via Zoho Writer for new form submissions in HubSpot CRM!