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Create branded asset folders and update CRM deals

Automatically catch partner and creator request payloads across Webhooks by Zapier, Google Sheets, Bannerbear, Google Drive, and HubSpot. Create and update asset folders and deal links when promo codes submit, CTA fields populate, or partner identifiers matchβ€”so you can generate banner and QR images, upload shareable folder links, and update deals without manual data entry.

How this automation protects deal asset access

When partner or creator requests arrive, missing files and broken handoffs slow campaign teams down. This automation delays for rendering, generates banner and QR images, and uploads a shared folder link while updating the HubSpot dealβ€”so your team can launch faster.

  1. 1.Catch incoming creator request

    Receives the incoming partner or creator request payload so the workflow can start building a branded asset package.

    Webhooks by Zapieror swap with your favorite app
  2. 2.Wait for assets to render

    Adds a short delay to allow external services time to prepare assets before generating and uploading images.

    Delay by Zapieror swap with your favorite app
  3. 3.Look up or create partner record

    Searches the configured worksheet by promo code or partner identifier, and creates a new row when no match exists.

    Google Sheetsor swap with your favorite app
  4. 4.Create banner and QR images

    Generates banner and QR images from the configured template set using promo code and CTA fields, and captures image URLs.

    Bannerbearor swap with your favorite app
  5. 5.Create folder and upload files

    Creates a request-named folder, uploads the generated images, and captures the folder share link.

    Google Driveor swap with your favorite app
  6. 6.Update the deal with asset URL

    Updates the matching HubSpot deal record with the folder share link as the canonical asset URL.

    HubSpotor swap with your favorite app

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Ruggable
Calendly
Okta
Zendesk
Dropbox
Asana
Allstate
Airbnb
ActiveCampaign
Lyft
Webflow
Canva
Sysco
LA Clippers
Getaround
Grammarly
HelloFresh
Lululemon
Barry's
Hopper
Casper
Hudl
Miro
The New York Times
Ruggable

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  1. Step 1

    Connect your tools

    Bring your apps together so information can move automatically between the tools your team already uses.

  2. Step 2

    Define the trigger

    Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.

  3. 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!)

Smart Charge America

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

Remote

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

SweepBright

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

Digioh

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

Otter.ai

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

Superhuman

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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