1.Detect deal stage property change
Integrate HubSpot and CRM workflows to detect deal stage property change events and pull core deal fields for automation.
Create project entry from closed won deals for onboarding
Automatically monitor deal stage property changes across HubSpot, Zapier, Zapier Tables, and Airtable. Create and update when deals move to closed won, cohort flag is present, or contract reference existsβso you can create project entries, assign owners, and start onboarding without manual onboarding tracking.
How this automation creates projects from closed won deals
When deal stage changes happen but handoffs get delayed, onboarding starts late and delivery planning stalls. This automation listens for deal stage property changes and qualifies records, then looks up owners and creates project entriesβso your team can begin delivery immediately.
HubSpotor swap with your favorite app
2.Qualify deals by criteria
Integrate Filter by Zapier and data validation tools to qualify deals by closed won stage and cohort flag before proceeding.
Filter by Zapieror swap with your favorite app
3.Find internal owner record
Integrate Zapier Tables and user lookup tools to map the deal owner reference to the internal owner record.
Zapier Tablesor swap with your favorite app
4.Create project record
Integrate Airtable and project databases to create a new project row with contract details and assigned owner.
Airtableor swap with your favorite app
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Step 1
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See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
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Marcelo Lebre, Co-Founder
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