1.Monitors start sub-zap inputs
Integrate Sub-Zap by Zapier and CRM mapping tools to route inputs into the automation flow for session contact updates.
Add secondary instructor details to session records for ops
Automatically start sub-zap sessions for Deal ID and Monday ID across HubSpot and monday.com. Create and update when secondary instructor details are present, instructor contact matches, or board IDs arriveβso you can update deal contact fields, fill board columns, and prep scheduling-ready info without manual data entry.
How this automation keeps scheduling-ready contact details in sync
When Start sub-zap fires with Deal ID and Monday ID, coordinators face scheduling delays if secondary instructor details are missing or stale. This automation finds the deal, looks up the instructor contact, and updates board columns and deal fieldsβso your team can coordinate sessions without manual re-entry.
Sub-Zap by Zapieror swap with your favorite app
2.Finds deal by ID
Integrate HubSpot and CRM lookup tools to retrieve the deal record and pull the secondary instructor session identifiers.
HubSpotor swap with your favorite app
3.Filters for secondary instructor
Integrate Filter by Zapier and conditional logic tools to continue only when a secondary instructor exists in the deal.
Filter by Zapieror swap with your favorite app
4.Splits instructor name fields
Integrate Formatter by Zapier and data transformation tools to split secondary instructor full name into first and last fields.
Formatter by Zapieror swap with your favorite app
5.Searches contact by first and last
Integrate HubSpot and contact search tools to look up the instructor contact and map email and phone to deal fields.
6.Updates board item columns
Integrate monday.com and board column mapping tools to update item contact columns with instructor name, email, and phone.
monday.comor swap with your favorite app
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