1.Detect sub-zap started
Integrate Sub-Zap by Zapier and calling workflows to capture dealId input so you can start primary contact lookup.
Create primary contact summary and email list for deals
Automatically monitor Sub-Zap started for a Deal ID across HubSpot and Zapier tools. Return Primary Client names and an Email List when deal associations load so you can prep outreach, reduce back-and-forth, and keep rep momentum without manual outreach prep.
How this automation accelerates outreach contact prep
When a sub-zap starts with a Deal ID, delays can stall rep outreach and weaken pipeline response. This automation finds CRM associations, selects contacts, and returns a primary contact summary and email listβso your team can respond faster.
Sub-Zap by Zapieror swap with your favorite app
2.Find associations for deal
Integrate HubSpot and CRM association lookups to retrieve associated records so you can build a contact id list.
HubSpotor swap with your favorite app
3.Pick primary contact IDs
Integrate Formatter by Zapier and contact selection rules to choose up to three contact IDs so you can run targeted lookups.
Formatter by Zapieror swap with your favorite app
4.Get contact details by ID
Integrate HubSpot and CRM fields mapping to fetch contact details so you can output name and email slots.
5.Normalize names and combine emails
Integrate Code by Zapier and data parsing tools to split names and merge emails so you can create one email list.
Code by Zapieror swap with your favorite app
6.Return summary to caller
Integrate Sub-Zap by Zapier and payload returns to send primary client names and email list back so outreach can proceed.
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Step 1
Connect your tools
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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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Rishi Shah, CEO and Co-Founder
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