1.Monitors deal request emails
Integrate Gmail and email search tools to trigger on matching messages and map message details to start the engagement log.
Record deal email engagements to a sheet log
Automatically capture deal request emails across Gmail and analytics and CRM data sources. Create and update when matching emails arriveβso you can extract deal references, enrich engagement context, and log timestamped sheet rows without manual logging.
How this automation protects deal engagement history
When deal request emails land in inboxes without a consistent record, reviews slow and engagement context gets lost. This automation monitors Gmail email matches, cleans and parses deal details, finds the HubSpot deal, and creates timestamped rows in Google Sheetsβso your team can review faster.
Gmailor swap with your favorite app
2.Cleans email body HTML
Integrate Formatter by Zapier and text processing tools to strip email HTML and output cleaned email text for parsing.
Formatter by Zapieror swap with your favorite app
3.Parses deal reference fields
Integrate AI by Zapier and extraction workflows to parse the cleaned text and return Deal Name and Deal Link fields.
AI by Zapieror swap with your favorite app
4.Finds the matching deal
Integrate HubSpot and CRM search to look up the parsed Deal Name and return the deal ID and deal URL.
HubSpotor swap with your favorite app
5.Fetches associated engagements
Integrate Webhooks by Zapier and CRM enrichment to GET associated engagements and attach context to the engagement row.
Webhooks by Zapieror swap with your favorite app
6.Creates a spreadsheet row
Integrate Google Sheets and reporting logs to create a timestamped row with deal ID, deal link, and email notes.
Google Sheetsor swap with your favorite app
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Capture complete sales records with automated email logging, meeting logging, and call logging
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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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