1.Triggers weekly deal enrichment run
Integrate Schedule by Zapier and scheduling tools to start a weekly run for retrieving configured deal data.
Assign and enrich inbound deals for owner routing weekly
Automatically run weekly deal enrichment across Webhooks by Zapier, Looping by Zapier, HubSpot, Clay, and Formatter by Zapier. Create and update when weekly run starts, deals match the configured list, or deal stages turn eligibleβso you can enrich contact records, attach contacts to deals, and update deal owners without manual data cleanup.
How this automation enriches assigned deal contacts
When weekly enrichment runs pile up, missed matches can slow owner routing and leave deals unworked. This automation retrieves the configured deal list, enriches contact data, creates associations, and updates deal ownersβso your team can act on actionable records.
Schedule by Zapieror swap with your favorite app
2.Gets the configured deal list
Integrate Webhooks by Zapier and CRM API tools to call your CRM endpoint and return current deal IDs.
Webhooks by Zapieror swap with your favorite app
3.Iterates deal ids for processing
Integrate Looping by Zapier and orchestration workflows to iterate deal identifiers for downstream lookups.
Looping by Zapieror swap with your favorite app
4.Finds contact and deal details
Integrate HubSpot and CRM data tools to retrieve deal properties and associated contact identifiers for enrichment.
HubSpotor swap with your favorite app
5.Formats phone for normalization
Integrate Formatter by Zapier and data cleanup tools to normalize phone fields for consistent contact enrichment.
Formatter by Zapieror swap with your favorite app
6.Adds a short API pause
Integrate Delay by Zapier and throttling tools to add a short pause between API calls.
Delay by Zapieror swap with your favorite app
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