1.Monitor new deal created in HubSpot
Integrate HubSpot and CRM systems to detect new deals and start a contact association lookup to map contact fields.
Link new deals to source conversion leads for attribution
Automatically monitor new deal created events across HubSpot and WhatConverts. Create and update attribution when deals match by email or phone β so you can enrich quote details, normalize contact phone, and write lead IDs back to your CRM without manual attribution reporting.
How this automation protects attribution accuracy in your CRM
When new deal created events land in HubSpot, attribution can stay incomplete and teams miss conversion context. This automation finds the related contact, enriches matching leads and quote values, and writes the conversion lead ID back to the dealβso your team can trust attribution data.
HubSpotor swap with your favorite app
2.Find lead by contact email
Integrate WhatConverts and contact lookup tools to search by the contact email and return a matching lead id and fields.
WhatConvertsor swap with your favorite app
3.Format contact phone for matching
Integrate Formatter by Zapier and phone normalization tools to format the mapped phone number into a normalized fallback string.
Formatter by Zapieror swap with your favorite app
4.Find or create lead by phone
Integrate WhatConverts and data enrichment tools to search by formatted phone, create on no match, and update quote value.
5.Update deal attribution field
Integrate HubSpot and CRM fields to write the WhatConverts lead id back to the deal record for attribution visibility.
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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.
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