1.Monitor signed deal stage changes
Integrate HubSpot, CRM workflows, and deal tracking to detect contract signed stage changes.
Send SMS on deal contract signed to customer
Automatically monitor deal stage changes across HubSpot for signed-contract deals and retrieve recipient details across Webhooks by Zapier. Get SMS messages when contract signed stage, billable deals, or recipient phone changes—so you can start billing, kick off onboarding, and reduce manual outreach without paperwork.
How this automation sends your SMS on contract signature
When a deal reaches the configured contract signed stage, delays can slow billing and onboarding. This automation finds the right contact, retrieves an international phone, and sends the templated SMS through your SMS gateway—so your team can notify customers immediately.
HubSpotor swap with your favorite app
2.Filter qualifying deals
Integrate Filter by Zapier, record criteria, and owner exclusions to continue only for billable deals.
Filter by Zapieror swap with your favorite app
3.Find associated contact(s)
Integrate HubSpot to find the associated contact(s) and map the deal ID to the contact record ID.
4.Retrieve contact phone field
Integrate HubSpot and contact fields to get the international phone field and prepare the SMS recipient mapping.
5.Send templated SMS via gateway
Integrate Webhooks by Zapier and SMS gateway requests to send the templated message using the mapped phone.
Webhooks by Zapieror swap with your favorite app
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