1.Catches sale payload and maps deal fields
Integrate Webhooks by Zapier and event routing tools to receive the sale payload and map deal close, customer, and deal identifiers.
When sale payloads arrive, attribution breaks while matching participations to deals gets delayed and error-prone. This automation catches the sale payload, formats the sale date, finds participation records, normalizes ids, and creates associationsβso your team can report linked conversions confidently.
Integrate Webhooks by Zapier and event routing tools to receive the sale payload and map deal close, customer, and deal identifiers.
Integrate Formatter by Zapier and date and time tools to convert the sale timestamp into a YYYY-MM-DD sale date.
Integrate HubSpot and CRM lookup tools to search campaign participation objects and retrieve participation record ids.
Integrate Code by Zapier and data cleanup tools to clean, sort, and output a sorted line-item array for iteration.
Integrate Looping by Zapier and HubSpot association actions to confirm participation records and create deal associations.
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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 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
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
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