1.Detect new call engagement
Integrate HubSpot and sales activity logs to capture call engagement timestamp and associated deal IDs.
Update deal last contacted timestamp after sales call
Automatically monitor new call engagements across HubSpot. Create and update when call engagement recorded, call timestamp captured, or deal ID matchedβso you can refresh last-contacted timestamps, update deal notes, and keep timelines accurate without manual updates.
How this automation refreshes your deal timelines
When call activity lands in HubSpot but timestamps stay stale, deal timelines drift and handoffs slow. This automation captures call engagements and updates the correct deal record with the latest last-contacted value and call contextβso your team reflects recent outreach.
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2.Continue on qualifying calls
Integrate Filter by Zapier and CRM event rules to continue only for qualifying call engagements.
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3.Update deal last-contacted
Integrate HubSpot and CRM properties to update deal last-contacted and map call metadata to deal notes.
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Step 1
Connect your tools
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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
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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