1.Catch completed finance application
Integrate Webhooks by Zapier to trigger the workflow when a completed finance application posts to your endpoint.
Update deal owner and log completed finance application
Automatically catch completed finance applications across Webhooks by Zapier and HubSpot. Get instant deal updates and logging when application posts, so you can set a finance owner, record a tracker row, and add a timestamped engagement note without manual follow-up.
How this automation updates your finance activity
When completed finance applications arrive but deal ownership and notes stay unlogged, finance response times slow down. This automation catches webhook submissions, finds and updates the deal in HubSpot, and logs a tracker row with a short deal linkβso your team can act immediately.
Webhooks by Zapieror swap with your favorite app
2.Find deal from Deal ID
Integrate HubSpot and CRM lookup tools to find the related deal and map the webhook fields to deal and contact data.
HubSpotor swap with your favorite app
3.Shorten deal URL
Integrate URL Shortener by Zapier and note content tools to shorten the deal URL and prepare it for tracker and notes.
URL Shortener by Zapieror swap with your favorite app
4.Format the application date
Integrate Formatter by Zapier and date formatting tools to transform Now into your preferred human date for the tracker row.
Formatter by Zapieror swap with your favorite app
5.Find or create tracker row
Integrate Google Sheets and spreadsheet automation tools to find the Order ID row or create a new tracker row.
Google Sheetsor swap with your favorite app
6.Update deal owner and note
Integrate HubSpot and engagement logging tools to update the deal owner and create a timestamped engagement note tied to the deal and contact.
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