1.New deal created or updated
Integrate HubSpot and CRM automation tools to capture deal updates for fast follow-up.
Create sales-ready lead thread from new inbound deals
Automatically monitor new HubSpot deal creation and updates across CRM activity. Create and update a sales-ready lead thread in Slack and log inbound details in HubSpot so you can follow up fast without manual spreadsheet work.
How this automation accelerates sales follow-up
When new HubSpot deals are created or updated, missed context slows outreach and delays conversions. This automation finds deal associations and retrieves contact messages, then searches Slack threads, logs inbound records, and creates engagement notesβso your team can respond fast.
HubSpotor swap with your favorite app
2.Find associated company and contact
Integrate HubSpot and CRM enrichment tools to lookup associated company and contact for the deal.
3.Retrieve company details and message
Integrate HubSpot and CRM enrichment tools to get company details and contact message for the thread.
4.Post or reply in sales thread
Integrate Slack and team messaging tools to search for an existing thread and post a linked reply.
Slackor swap with your favorite app
5.Create inbound record
Integrate Zapier Tables and lightweight databases to create a new Inbounds record for inbound deal tracking.
Zapier Tablesor swap with your favorite app
6.Create engagement note on deal
Integrate HubSpot and CRM notes tools to create an engagement note and attach it to the deal.
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Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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