1.Detect new push with fields
Integrate Zapier Chrome extension and CRM workflows to receive the pushed record identifier and status to route the update.
Update deal delivery status from project ticket automatically
Automatically capture pushed CRM record identifiers and short delivery status across HubSpot, ClickUp, and Zapier Chrome extension. Create and update when record identifier pushed, delivery status submitted, or deal context arrivesβso you can find the matching deal, extract the ticket id, and update delivery notes without manual CRM updates.
How this automation keeps delivery context current
When a CRM record identifier gets pushed from the browser, delays can leave account teams using stale deal context. This automation finds the matching deal, looks up the task in ClickUp, and updates delivery status and notes in HubSpotβso your team can act faster.
Zapier Chrome extensionor swap with your favorite app
2.Find the matching deal
Integrate HubSpot and CRM lookup tools to find the deal by the pushed CRM record identifier to retrieve the ticket URL and deal id.
HubSpotor swap with your favorite app
3.Extract ticket identifier from URL
Integrate Formatter by Zapier and data transformation tools to split the ticket URL and take the last segment to capture the ticket id.
Formatter by Zapieror swap with your favorite app
4.Find the matching project task
Integrate ClickUp and task lookup tools to find the project task using the extracted ticket identifier to retrieve task description and status.
ClickUpor swap with your favorite app
5.Update deal with delivery status
Integrate HubSpot and CRM update tools to write delivery status and attach task notes to the matching deal record.
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Set up in minutes
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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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