1.Catch Hook and map deal payload
Integrate Webhooks by Zapier and automation variables to capture the deal payload and map core fields to workflow inputs.
Create or update client records from deal webhook
Automatically monitor incoming deal payloads across Webhooks by Zapier and Airtable. Update or create client records, activate them for won deals, and email onboarding owners without manual CRM data entry.
How this automation updates your client records
When a deal webhook fires, late or missing client updates can stall onboarding and reporting. This automation catches payloads, waits, finds or creates client records, updates status for wins, and emails onboarding ownersβso your team can provision faster.
Webhooks by Zapieror swap with your favorite app
2.Pause for 2 minutes
Integrate Delay by Zapier and timing controls to pause for 2 minutes before looking up client records.
Delay by Zapieror swap with your favorite app
3.Find Record in Clients
Integrate Airtable and data lookup tools to find a matching Clients record by deal name exact match.
Airtableor swap with your favorite app
4.Create Record or Update Record
Integrate Airtable and CRM record mapping tools to create a new client row or update existing client fields.
5.Continue only on wins
Integrate Filter by Zapier and deal status rules to continue only when the deal status indicates a win.
Filter by Zapieror swap with your favorite app
6.Update Record status to active
Integrate Airtable and CRM status updates to set the matched client record status to active for won deals.
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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.
Raphael Bochner, Founder and CIO
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Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
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Jacob Sirrs, Marketing Operations Specialist
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