1.Find contact by deal email
Integrate HubSpot and CRM lookups to find the contact using the deal email and map personalization fields.
Send welcome email to new members upon confirmation
Automatically watch HubSpot updated deal stage across HubSpot and MailerSend. Send welcome emails when members confirm, deals move to confirmed stage, or confirmations completeβso you can deliver templates, personalize recipients, and CC owners without manual follow-up.
How this automation delivers welcome emails fast
When deal stage updates trigger onboarding at the last moment, delays can slow member activation. This automation finds the member contact, resolves the environment template and BCC, and sends a personalized welcome emailβso your team can respond instantly.
HubSpotor swap with your favorite app
2.Lookup environment configuration
Integrate Zapier Tables to look up environment config by deal environment and map template id and bcc list reference.
Zapier Tablesor swap with your favorite app
3.Get owner by ID
Integrate HubSpot and contact lookup to retrieve owner email from the deal owner id and map the cc address.
4.Resolve template and BCC
Integrate Zapier Tables and template data to resolve the mailer template and bcc addresses for the environment.
5.Send welcome email template
Integrate MailerSend and email templates to send the personalized welcome email with to, cc, and bcc fields.
MailerSendor 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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