1.Catch Hook and store trip variables
Integrate Webhooks by Zapier and data parsing tools to extract trip identifier and status, and store variables for routing next steps.
Update CRM deal when trip closes with coordinator
Automatically catch trip closed payload across Webhooks by Zapier, HubSpot, and Zapier Tables. Create and update when trip closed events, trip status changes, or coordinator lookup failsβso you can enrich your HubSpot deal, apply coordinator details, and create an internal task without manual triage.
How this automation updates your deals with trip close details
When trip closed payloads arrive but coordinator data is incomplete, deals stay out of date and teams lose context. This automation catches the webhook payload, finds and updates the HubSpot deal, enriches coordinator fields, and creates an Asana task for missing lookupsβso your team can act faster.
Webhooks by Zapieror swap with your favorite app
2.Find deal by trip identifier
Integrate HubSpot and CRM search tools to find the matching deal using the trip identifier and return a deal id.
HubSpotor swap with your favorite app
3.Find coordinator record in table
Integrate Zapier Tables and contact lookup tools to retrieve coordinator contact and owner fields for the deal update.
Zapier Tablesor swap with your favorite app
4.Branch when deal and coordinator match
Integrate Filter by Zapier and conditional logic to continue only when both a deal and coordinator record are found.
Filter by Zapieror swap with your favorite app
5.Update deal coordinator and status
Integrate HubSpot and workflow automation to map coordinator fields and trip status into the deal properties.
6.Create triage task when lookup fails
Integrate Asana and task management tools to create a task for missing coordinator lookups with the trip reference.
Asanaor swap with your favorite app
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