1.Triggers on new email
Integrate Microsoft Outlook, email inbox tools, and routing logic to detect new emails for creating deal engagement notes
Create deal note when presentation is opened by recipient
Automatically monitor new email notifications across Microsoft Outlook, Zapier steps, and HubSpot. Create and update when presentation opens, deck view notifications, or recipient opens a presentationβso you can capture deal notes, assign owners, and log engagement without manual note taking.
How this automation records presentation engagement notes
When new emails arrive with presentation-view signals, context can stall and deals can be missed. This automation filters and extracts the deal reference, finds the matching deal, and creates an assigned engagement noteβso your team can act with fresh intent.
Microsoft Outlookor swap with your favorite app
2.Filters presentation view messages
Integrate Filter by Zapier, email rules, and inbox parsing to continue only for messages that indicate a presentation view
Filter by Zapieror swap with your favorite app
3.Extracts deal reference from email
Integrate Formatter by Zapier, text parsing tools, and message templates to extract the deal reference from the email body
Formatter by Zapieror swap with your favorite app
4.Finds deal by ID
Integrate HubSpot, CRM lookup tools, and deal matching to look up the deal record by extracted deal ID
HubSpotor swap with your favorite app
5.Filters by owner match
Integrate Filter by Zapier, CRM ownership rules, and team-stage logic to continue only when the owner matches the configured criteria
6.Creates engagement note
Integrate HubSpot, note logging tools, and CRM associations to create an engagement note and assign it to the deal owner
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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!)
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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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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Jacob Sirrs, Marketing Operations Specialist
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