1.Detect new contact added
Integrate HubSpot and CRM lists to trigger enrichment for new marketing-list contacts from a submitted meeting.
Create deal and route new meeting contact to sales
Automatically parse email domains and enrich contact company details across HubSpot. Request approval in Slack and create or suppress deals when approved or declinedβso you can act on meeting-submitted contacts without manual review.
How this automation creates deals for meeting leads
When new contact added to configured marketing list happens, delays can stall deal creation and slow follow-up. This automation parses domains, updates contact records, requests Slack approval, and creates deals on approvalβso your team can act immediately.
HubSpotor swap with your favorite app
2.Parse email domain and infer company
Integrate AI by Zapier, enrichment tools, and domain parsing to infer a probable company name with confidence.
AI by Zapieror swap with your favorite app
3.Update contact record with company
Integrate HubSpot and CRM fields to update the contact company name using the AI output while preserving context.
4.Request approval from sales channel
Integrate Slack and notifications tools to post approval requests with contact details and approve or decline actions.
Slackor swap with your favorite app
5.Create deal on approval, suppress on decline
Integrate HubSpot and CRM workflows to create a deal when approved or add the contact to a suppression list.
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Strengthen CRM records with automated lead enrichment, field updates, and contact routing
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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