1.Receives new deal payload
Integrate HubSpot and CRM lookups to pull deal fields for each new lead record so you can centralize lead context.
When new leads are created but emails are delayed, opportunities can stall for owners reviewing messages. This automation pulls lead details, generates a short availability email draft, and creates a Gmail draft—so your team can follow up faster without busywork.
Integrate HubSpot and CRM lookups to pull deal fields for each new lead record so you can centralize lead context.
Integrate Delay by Zapier and automation timers to wait before lookups so CRM associations have time to populate.
Integrate HubSpot and CRM lookups to retrieve contact email and first name so you can prepare a personalized draft.
Integrate Filter by Zapier and lead qualification rules to continue only for contacts or deals that qualify so you avoid unwanted outreach.
Integrate Code by Zapier and prompt templates to generate a subject and body in an owner voice so you can personalize availability.
Integrate Gmail and email draft storage to create a draft with To and BCC for CRM tracking so the owner can review.
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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 — 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
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.