1.Catch purchase events
Integrate Webhooks by Zapier and purchase payload tools to receive purchase data and map it to contact and deal fields.
Create sales deal and contact from plan purchase
Automatically extract plan purchase payloads across Webhooks by Zapier and Formatter by Zapier. Create and update when purchase details arrive or purchase timestamp changes or high-value deals qualifyβso you can create contacts, create deals, and set close dates without manual data entry.
How this automation creates ready deal records
When purchase events hit your system, delayed CRM setup can slow outreach and cause missed follow-up. This automation extracts purchase payloads and formats close dates, then finds contacts and creates or updates contacts and dealsβso your team can act fast.
Webhooks by Zapieror swap with your favorite app
2.Formats purchase timestamp
Integrate Formatter by Zapier and date tools to convert the purchase timestamp into a human-friendly close date string.
Formatter by Zapieror swap with your favorite app
3.Finds contact by email
Integrate HubSpot and CRM search tools to look up a contact using the purchaser email.
HubSpotor swap with your favorite app
4.Creates or updates contact
Integrate HubSpot and CRM record tools to map name, email, and phone into a contact and create or update it.
5.Creates a sales deal
Integrate HubSpot and CRM pipeline tools to create a deal with the close date, purchase amount, and default stage.
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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.
Raphael Bochner, Founder and CIO
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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