1.Catches inbound phone event payload
Integrate Webhooks by Zapier and webhook payload mapping to receive inbound phone event payloads and map phone and offer code fields.
Update CRM contact with cleaned offer code and lookup
Automatically catch inbound phone event payloads across Webhooks by Zapier, Code by Zapier, and HubSpot. Create and update when phone event payload received, offer code detected, or hook data arrives so you can standardize offer codes, update contact properties, and message ops without manual cleanup.
How this automation updates contacts with verified offer codes
When inbound phone event payloads with offer codes need cleanup and enrichment, delays cause missed same-day outreach windows. This automation cleans offer codes, looks up matching contacts, and updates records and alerts opsβso your team can contact quickly and correctly.
Webhooks by Zapieror swap with your favorite app
2.Waits 10 seconds for writes
Integrate Delay by Zapier and automation timing tools to pause briefly for 10 seconds before running the cleaning routine.
Delay by Zapieror swap with your favorite app
3.Cleans offer code with Python
Integrate Code by Zapier and Python execution tools to standardize offer codes by removing spaces and symbols and uppercasing.
Code by Zapieror swap with your favorite app
4.Finds contact by phone
Integrate HubSpot and CRM search tools to look up a contact by source phone and return a contact ID when found.
HubSpotor swap with your favorite app
5.Updates contact with cleaned code
Integrate HubSpot and CRM property mapping to update configured contact fields with cleaned offer code and phone-lookup data.
6.Sends ops direct message
Integrate Slack and messaging notifications to send a conditional direct message with status when the phone lookup succeeds or fails.
Slackor swap with your favorite app
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