1.Catches referral payload hook
Integrate Webhooks by Zapier and webhook handling to extract deal and company identifiers for partner relationship mapping.
Create deal relationships to partner company and contacts
Automatically receive referral payloads across Webhooks by Zapier, Filter by Zapier, and HubSpot. Create and update partner deal relationships when deal IDs and company IDs are present, when qualifying records arrive, or when contact links are missingβso you can build associations, surface partner context, and link contacts without manual follow-up.
How this automation links partner context to deals
When referral payloads and identifiers arrive but associations stay manual, partner context can be missed at the moment reps need it. This automation catches referral payloads, filters qualifying records, and creates deal, company, and contact associationsβso your team can see partner relationships instantly.
Webhooks by Zapieror swap with your favorite app
2.Filters for qualifying deal data
Integrate Filter by Zapier and data validation to continue only when Deal ID and Company ID are present.
Filter by Zapieror swap with your favorite app
3.Creates deal to company association
Integrate HubSpot and CRM association tools to create a broker association between the deal and the company.
HubSpotor swap with your favorite app
4.Finds company contact associations
Integrate HubSpot and contact directory tools to search company associations and return associated contact identifiers.
5.Loops through contact identifiers
Integrate Looping by Zapier and CRM association actions to link up to three contacts to the deal as contact associations.
Looping by Zapieror 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
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