1.Catches incoming deal webhook
Integrate Webhooks by Zapier to receive the incoming deal webhook and extract deal and owner id fields.
Add support agent details to CRM deal record
Automatically catch incoming deal webhooks across Webhooks by Zapier and CRM tools. Get instant ownership context by finding owners, locating the right support agent, and updating HubSpot deal recordsβso you can skip manual enrichment and follow-up.
How this automation enriches your deal ownership context
When incoming deal ownership details arrive without agent context, deals stall and CS teams guess at assignment. This automation catches the deal webhook, looks up the matching owner and agent, and updates your CRM deal recordβso your team can route with confidence.
Webhooks by Zapieror swap with your favorite app
2.Finds owner by ID
Integrate HubSpot and CRM lookup tools to retrieve owner contact details and map owner email for the next search.
HubSpotor swap with your favorite app
3.Finds agent by email
Integrate Zendesk and helpdesk search tools to search agents by the mapped owner email and expose agent id and email.
Zendeskor swap with your favorite app
4.Updates deal with agent details
Integrate HubSpot and CRM record updates to update the deal record with matched agent id and configured agent fields.
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Strengthen CRM records with automated lead enrichment, field updates, and contact routing
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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
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
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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