1.Monitors deal storm date changes
Integrate HubSpot and CRM tools to capture the changed storm date and claim CRM reference to prepare claim updates.
Update claim storm date in shared claim records
Automatically monitor storm date property changes across HubSpot and Airtable. Update claim storm dates when a configured deal property changes or CRM references go missingβso operations and billing can act on the right incident date without manual reformatting.
How this automation updates claim storm dates
When storm dates change in HubSpot but claims records do not match, operations and billing can use the wrong incident date. This automation filters CRM-linked records, formats the storm date, and updates your Airtable claims tableβso your team can align billing with the latest timeline.
HubSpotor swap with your favorite app
2.Filters for linked claim records
Integrate Filter by Zapier and validation tools to continue only when a valid CRM reference exists for the claims database row.
Filter by Zapieror swap with your favorite app
3.Formats storm date to DD and MM
Integrate Formatter by Zapier and date formatting tools to convert the incoming timestamp into DD and MM and YYYY for updates.
Formatter by Zapieror swap with your favorite app
4.Updates claim storm date in Airtable
Integrate Airtable and spreadsheet tools to match by CRM reference and update the claim storm date field with the formatted date.
Airtableor swap with your favorite app
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