1.Find associations for new deal
Integrate HubSpot and CRM lookup tools to find associated contact and company and to gate on qualifying deals.
Assign survey link and email customer after deal
Automatically monitor new deals across HubSpot and onboarding apps. Create and update when qualifying deals are created or survey batches are available or survey status changesβso you can assign survey links, update deal records, and send welcome emails without manual coordination.
How this automation accelerates your welcome outreach
When a new deal is created, welcome steps can stall and customers miss timely instructions. This automation assigns a reserved survey batch, updates deal and company records, and sends onboarding emailsβso your team can onboard faster without manual follow-up.
HubSpotor swap with your favorite app
2.Lookup one unused survey batch
Integrate Google Sheets and tracking sheets to find one unused survey batch row and to return the batch link.
Google Sheetsor swap with your favorite app
3.Update deal and company survey fields
Integrate HubSpot and CRM record updates to set survey status and map participation years for the company.
4.Post channel message with batch details
Integrate Slack and team notifications to post a deal link and assigned batch identifier to your configured channel.
Slackor swap with your favorite app
5.Send onboarding email with survey link
Integrate Gmail and email templating tools to send onboarding messages and include the reserved survey batch link.
Gmailor swap with your favorite app
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Explore all customer welcome sequences automations
Launch stronger customer onboarding with automated welcome emails, customer routing, and follow-up triggers
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
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
Automate and measure
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
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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