1.Monitor new or updated deals
Integrate HubSpot and CRM tracking to detect configured pipeline deal changes and trigger the association flow.
Associate pipeline deals with contacts for faster follow-up
Automatically monitor new or updated deals in a configured sales pipeline in HubSpot. Create deal contact associations when the deal matches, so reps get context and skip manual contact lookups.
How this automation accelerates your follow-up
When new or updated deals in a configured sales pipeline appear, manual contact lookups slow outreach and risk missing the primary contact. This automation filters qualifying deals, searches contacts by email, and creates sales-deal associations in HubSpotβso your team can follow up with the right context.
HubSpotor swap with your favorite app
2.Continue only for qualifying deals
Integrate Filter by Zapier and sales pipeline filters to continue only when deals match the configured pipeline.
Filter by Zapieror swap with your favorite app
3.Search contact by deal email
Integrate HubSpot and email matching to search for a contact using the deal contact email value and map results.
4.Create sales deal contact association
Integrate HubSpot and CRM associations to create the sales-deal association between the deal reference and the found contact record.
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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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