1.Catch incoming partner lead payloads
Integrate Webhooks by Zapier and data mapping tools to receive the partner lead payload and surface source fields to format contact details.
Create CRM deals and contacts from partner leads
Automatically catch partner lead payloads across Webhooks by Zapier and route them to HubSpot. Create and update contacts and deals when partner lead payloads arrive, emails are present, and product indicators matchβso you can qualify, assign, and update CRM records without manual reporting.
How this automation creates partner deals
When partner lead payloads arrive without matching CRM records, leads stall and deal pipeline stays incomplete. This automation catches the payload, finds or creates contacts, routes by product, and creates deals in HubSpotβso your team can qualify leads immediately.
Webhooks by Zapieror swap with your favorite app
2.Find or create contact by email
Integrate HubSpot and CRM field mapping to match by email, create a contact when missing, and populate phone and address fields.
HubSpotor swap with your favorite app
3.Route by partner product indicator
Integrate Paths by Zapier and workflow routing rules to evaluate the incoming product field and continue on the matching deal path.
Paths by Zapieror swap with your favorite app
4.Create partner deal in CRM
Integrate HubSpot and pipeline configuration to create a deal, map product and price properties, and set pipeline and initial stage.
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Step 1
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Define the trigger
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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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