1.Detect new deal created
Integrate HubSpot and CRM event triggers to detect new deal created events and start category mapping for accommodation data.
Update deal accommodation category from new enquiry choices
Automatically detect new deal created events in HubSpot and classify accommodation choices across Zapier steps. Update deal accommodation category when accommodation field existsβso you can normalize partner categories, write results back to the deal, and reduce manual review without reporting work.
How this automation normalizes your deal accommodation category
When new deals include free-text accommodation choices but category fields stay inconsistent, downstream routing and reporting slow down. This automation runs a filter, normalizes values in Code by Zapier, and updates your HubSpot deal accommodation categoryβso your team can keep records accurate without manual cleanup.
HubSpotor swap with your favorite app
2.Continue only when field exists
Integrate Filter by Zapier and workflow conditions to check the accommodation field exists and gate category normalization runs.
Filter by Zapieror swap with your favorite app
3.Normalize accommodation choice text
Integrate Code by Zapier and text normalization tools to normalize accommodation text and output a single category.
Code by Zapieror swap with your favorite app
4.Update deal accommodation category
Integrate HubSpot and CRM field mapping tools to update the deal accommodation category field using the deal ID.
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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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