1.Detect new deal webhook data
Integrate HubSpot and CRM ingestion tools to detect new deal webhook data and map deal fields to workflow variables.
Create project job from new CRM deal record
Automatically monitor new deal webhooks across HubSpot and Streamtime. Create and update when new deal webhooks fire, deal details arrive, or stage mapping triggers label requestsβso you can build project jobs, sync job references, and keep CRM records accurate without manual data entry.
How this automation creates project jobs reliably
When new deal webhooks arrive in HubSpot, manual setup can delay delivery and confuse teams. This automation pulls deal details, ensures company and contacts exist, duplicates template jobs, and updates the originating CRM with the job referenceβso your team can launch projects faster.
HubSpotor swap with your favorite app
2.Fetch deal details
Integrate HubSpot and CRM field mapping tools to pull deal fields and prepare them for downstream project steps.
3.Ensure company and contact
Integrate Sub-Zap by Zapier and project account tools to ensure company and contact exist or create them when no match is found.
Sub-Zap by Zapieror swap with your favorite app
4.Duplicate job from template
Integrate Streamtime and project workflow templates to duplicate the template job and associate the located company.
Streamtimeor swap with your favorite app
5.Build update payloads
Integrate Code by Zapier and identity lookup tools to resolve job lead ID and build job update plus label payloads.
Code by Zapieror swap with your favorite app
6.Post job update to API
Integrate Webhooks by Zapier and project APIs to send job updates and label requests, capture the job number, and pass it back.
Webhooks by Zapieror swap with your favorite app
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Accelerate client delivery with automated project intake, task assignment, and deadline alerts
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Step 1
Connect your tools
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Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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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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