1.Detect deal stage updates
Integrate HubSpot and CRM events to detect deal stage updates for the contract received workflow trigger.
Create contract received tracker rows for BD deals
Automatically monitor deal stage updates across HubSpot and Google Sheets. Create and update tracker rows when deal stage changes, contract received stage entries, or qualifying owner links appearβso you can populate company details, map owner contacts, and capture timing info without manual tracker updates.
How this automation captures contract tracker rows
When deal stages change and contract intake stays untracked, delays can slow BD follow-up. This automation filters qualifying deals, enriches company and owner details, and writes tracker rows in real timeβso your team can start processing immediately.
HubSpotor swap with your favorite app
2.Continue only for qualifying records
Integrate Filter by Zapier and workflow rules to continue only when the deal owner reference exists and the stage matches.
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3.Find company record and map fields
Integrate HubSpot and data mapping tools to find the company record and map company-level details to tracker columns.
4.Lookup owner and map owner data
Integrate HubSpot and contact lookup tools to find the owner and map display name and contact reference to the tracker.
5.Add a tracker row for the deal
Integrate Google Sheets and spreadsheet automation tools to add a row with deal, company, owner, and status data.
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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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