1.Gets contact by ID
Integrate HubSpot and CRM lookup tools to retrieve chat user identifier and contact fields to centralize chat profile data.
Update chat user with deal stage and owner
Automatically detect contact property changes across HubSpot and ManyChat. Automatically update chat user custom fields when deal stage changes, owner assignment changes, or contact updatedβso you can personalize messages, prioritize outreach, and avoid manual enrichment.
How this automation updates chat users with the latest deal context
When contact property changes, delays can make chat messaging feel generic and misprioritized. This automation retrieves the contact, filters for a chat user identifier, and updates ManyChat custom fieldsβso your team sends context-rich outreach without manual enrichment.
HubSpotor swap with your favorite app
2.Continues only with chat ID
Integrate Filter by Zapier and workflow conditions to continue only for records with a chat user identifier to prevent incomplete updates.
Filter by Zapieror swap with your favorite app
3.Gets owner by ID
Integrate HubSpot and CRM lookup tools to retrieve the owner name from the owner reference to personalize owner details.
4.Sets owner-name custom field
Integrate ManyChat and chat profile fields to map chat user identifier and owner name to update the owner-name custom field.
Manychator swap with your favorite app
5.Sets deal-stage custom field
Integrate ManyChat and CRM-to-chat mapping tools to map chat user identifier and deal stage to update the deal-stage custom field.
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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.
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