1.Captures incoming lead payload
Integrate Sub-Zap by Zapier and payload routing to accept the lead submission and to pass core fields to the main flow
Create and prioritize CRM deals from new leads
Automatically capture lead submission payloads across Sub-Zap by Zapier and HubSpot. Create and prioritize CRM deals when lead submission received, contact match found, or deal stage needs escalationβso you can update contacts, select the top deal, and route hot follow-up without manual reporting.
How this automation accelerates prioritized CRM follow-up
When new leads arrive without a clear deal owner, follow-up slows and hot opportunities slip. This automation starts a lead payload, creates or updates contacts, and selects and updates the single best dealβso your team can respond with the right priority.
Sub-Zap by Zapieror swap with your favorite app
2.Creates or updates contact
Integrate HubSpot and CRM contact matching to create or update a contact using mapped email, name, phone, and address fields
HubSpotor swap with your favorite app
3.Finds deals for contact
Integrate HubSpot and deal lookup tools to search deals by the contact identifier and return deal and stage identifiers
4.Selects highest-priority deal
Integrate Code by Zapier and decision scripting to choose one best deal by stage priority or return an empty result
Code by Zapieror swap with your favorite app
5.Creates or updates deal and associates
Integrate HubSpot and CRM workflow actions to update or create the deal, move stages, add an engagement note, and associate it
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
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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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