1.Detects deal stage updates
Integrate HubSpot and CRM data to watch for deal stage updates and to associate the change with contacts.
Align subscriber profiles to CRM deal stages for ops
Automatically monitor deal stage updates across HubSpot and Klaviyo. Create and update subscriber profiles when deal stages update, contacts are found, or stage labels changeβso you can update stage fields, sync profile properties, and keep audience membership accurate without manual reporting.
How this automation protects subscriber segmentation accuracy
When deal stage updated triggers, segmentation quickly becomes stale and team members have to update audiences by hand. This automation finds related contacts and maps stage values, then updates or creates subscriber profiles in Klaviyoβso your team can keep nurture targeting precise.
HubSpotor swap with your favorite app
2.Retrieves associated contact details
Integrate HubSpot and contact lookup tools to search and retrieve contact details for downstream subscriber mapping.
3.Normalizes stage values
Integrate Formatter by Zapier and data mapping tools to normalize the deal stage value for marketing-friendly segmentation.
Formatter by Zapieror swap with your favorite app
4.Updates or creates subscriber profiles
Integrate Klaviyo and audience segmentation tools to map subscriber email, set stage properties, and update list membership flags.
Klaviyoor swap with your favorite app
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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
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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.
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