1.Monitors deal stage change
Integrate HubSpot, deal tracking tools, and CRM metadata to detect deal stage change and trigger project tracker setup.
Create project tracker entry from deal stage changes
Automatically monitor deal stage changes across HubSpot and Airtable. Create and update when deal stage changes, launch stage reached, or launch metadata completesβso you can create tracker rows, standardize launch fields, and set project status without manual spreadsheet updates.
How this automation accelerates your launch tracking
When deal stage changes into the launch stage, kickoff context can get lost and project setup stalls. This automation finds deal details and builds Airtable tracker rows and normalizes fieldsβso your team can start projects with clarityβwithout chasing updates.
HubSpotor swap with your favorite app
2.Finds the full deal details
Integrate HubSpot and CRM metadata to retrieve deal record details and map deal name and launch metadata.
3.Checks configured launch stage
Integrate Filter by Zapier and stage routing logic to continue only for qualifying deals in the configured deal stage.
Filter by Zapieror swap with your favorite app
4.Normalizes launch fields
Integrate Formatter by Zapier and data formatting tools to format launch date and normalize priority and support channels.
Formatter by Zapieror swap with your favorite app
5.Creates project tracker record
Integrate Airtable and project tracking tools to create a tracker record with launch date, priority, channels, and default status.
Airtableor swap with your favorite app
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Step 1
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
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