1.Detects deal property change
Integrate HubSpot and CRM workflows to pass deal identifiers to the automation for routing project intake data.
Create project row from updated deal property for requests
Automatically monitor deal property changes in HubSpot across Smartsheet and Zapier Tables. Create project tracker rows when a project request is qualified, stage mapping completes, and the tracker reference is missingβso you can map intake fields, update deal status, and hand off without manual spreadsheet work.
How this automation creates project request records
When deal property changes arrive but are not translated into tracker rows, intake gets delayed and teams lack consistent stage context. This automation monitors deal property signals, looks up stage mappings, creates Smartsheet rows, and updates the HubSpot dealβso your team can start work immediately.
HubSpotor swap with your favorite app
2.Screens qualifying project requests
Integrate Filter by Zapier and data validation tools to continue only for qualified status and department to avoid duplicate rows.
Filter by Zapieror swap with your favorite app
3.Maps deal stage to project stage
Integrate Zapier Tables and stage lookup data tools to find the matching stage and return metadata for sheet mapping.
Zapier Tablesor swap with your favorite app
4.Adds row to project sheet
Integrate Smartsheet and spreadsheet mapping tools to create a tracker row and capture the new row ID.
Smartsheetor swap with your favorite app
5.Updates deal tracker reference
Integrate HubSpot and CRM update tools to write the sheet row ID to the deal tracker reference and set project status.
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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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