1.Detects new deal webhook events
Integrate HubSpot and CRM automation tools to catch new deal webhook events and trigger the contact intake workflow.
Create contact from qualified deal for outreach intake
Automatically monitor new deals across HubSpot and trigger an intake email workflow when deals enter a qualified stage. Get instant contact retrieval, dedupe checks, and a single outreach intake payload—so you can avoid manual intake routing when deal enters qualified stage, stage field updates, or deal created in CRM—so you can prevent manual outreach intake.
How this automation accelerates outreach contact intake
When qualified deals appear but intake contacts are missing, teams waste time re-collecting details and double sending. This automation filters by stage, finds associated contact data, checks prior sends, and sends a single intake email—so you can enroll prospects fast.
HubSpotor swap with your favorite app
2.Filters qualified deal stage
Integrate Filter by Zapier and pipeline tools to continue only for the configured stage and control downstream outreach intake.
Filter by Zapieror swap with your favorite app
3.Finds associated contact record
Integrate HubSpot and contact lookup tools to retrieve the associated contact and prepare the outreach intake payload.
4.Looks up prior send status
Integrate Storage by Zapier and dedupe storage tools to lookup by contact email and detect prior sends.
Storage by Zapieror swap with your favorite app
5.Checks worksheet for contact match
Integrate Google Sheets and spreadsheet lookup tools to lookup rows by contact email and return the first matching row.
Google Sheetsor swap with your favorite app
6.Sends intake email to create contact
Integrate Gmail and email intake tools to send a configured message to the intake inbox and create the contact in the external system.
Gmailor swap with your favorite app
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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 — 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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