1.Detect deal property changes
Integrate HubSpot and CRM workflow tools to map the deal ID and completion details for downstream checks.
Send post-service thank-you email with tree redemption link
Automatically watch HubSpot deal property change across HubSpot and Google Sheets. Send post-service thank-you emails with a tree redemption link when deals update, completion flags flip, or closed dates changeβso you can prompt reviews, update redemption links, and track redemptions without manual follow-up.
How this automation sends thank-you emails at scale
When deals complete but follow-up is delayed, review prompts can slip and redemption links go unused. This automation maps completion details, updates your sheet, and sends an email with a redemption link while incrementing countersβso your team can drive reviews fast.
HubSpotor swap with your favorite app
2.Formats closed date
Integrate Formatter by Zapier and date formatting tools to format the closed date for consistent comparisons.
Formatter by Zapieror swap with your favorite app
3.Filters qualifying records
Integrate Filter by Zapier and conditional logic tools to continue only for records that meet completion and stage rules.
Filter by Zapieror swap with your favorite app
4.Update redemption link row
Integrate Google Sheets and spreadsheet tools to find the row and update summary cells and redemption link fields.
Google Sheetsor swap with your favorite app
5.Find associated contact
Integrate HubSpot and contact directory tools to look up the associated contact and prepare the recipient data.
6.Send thank-you email
Integrate Microsoft Office 365 and email templating tools to send the review email with the redemption link to the contact.
Microsoft Office 365or swap with your favorite app
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Increase review volume with automated review requests, customer follow-ups, and response tracking
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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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
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