1.Monitors deal stage updates
Integrate HubSpot to watch for deal stage updated events and extract the deal ID, community, and site number for lookup keys.
Update deal record with home lookup from database
Automatically monitor deal stage updates in HubSpot across Snowflake and Formatter by Zapier. Automatically update deal records with authoritative home details when deal stage changes, site numbers normalize, or warehouse matches returnβso you can enrich readiness context, reduce manual lookups, and keep deal data current without manual data entry.
How this automation enriches your deal records
When deal stage updates, delays can stall rep readiness and sales ops reporting. This automation pulls home details from Snowflake and updates the triggering HubSpot deal field setβso your team can enrich context instantly.
HubSpotor swap with your favorite app
2.Normalizes the site number
Integrate Formatter by Zapier to trim and uppercase the site number so Snowflake can match rows reliably on a consistent identifier.
Formatter by Zapieror swap with your favorite app
3.Finds the authoritative home row
Integrate Snowflake to find the reporting row where community and normalized site match, returning home status and review dates.
Snowflakeor swap with your favorite app
4.Updates the deal with home attributes
Integrate HubSpot to map home attributes back to the triggering deal and save purpose, last collateral review date, and home status.
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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.
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