1.Monitor deal property change event
Integrate HubSpot to watch deal property change events and trigger review-request workflows.
When deal property changes leave review requests unstarted, timing gaps can slow feedback and hurt reputation. This automation filters eligibility, formats the email, sends a Gmail request, and clears the HubSpot trigger propertyβso your team can collect reviews faster.
Integrate HubSpot to watch deal property change events and trigger review-request workflows.
Integrate Filter by Zapier to check deal flag eligibility, opt-out markers, and rental end dates to proceed.
Integrate Formatter by Zapier to map the rental end date into a human-friendly date string for email copy.
Integrate Gmail to send review request emails with client details, formatted dates, and configured review links.
Integrate HubSpot to clear the configured review-request trigger property after the email is sent.
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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.
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