1.Catches inbound webhook payload
Integrate Webhooks by Zapier and webhook payload parsing to extract the rep email and contact identifier from the webhook body.
Update deal records with rep profile and region
Automatically capture rep and contact context across Webhooks by Zapier and HubSpot. Create and update rep profile fields when webhook payloads arrive, rep emails are provided, or contacts are matchedβso you can enrich active deals, keep regions consistent, and minimize data cleanup.
How this automation enriches your deal records
When webhook contact context is incomplete, delayed CRM updates can cause mismatched regions and stale deal fields. This automation normalizes rep email, finds the contact and associated deals, and updates open deal recordsβso your team can maintain accurate reporting.
Webhooks by Zapieror swap with your favorite app
2.Normalizes the source email
Integrate Formatter by Zapier and text transform tools to lowercase and trim the source email for reliable matching.
Formatter by Zapieror swap with your favorite app
3.Finds the matching contact
Integrate HubSpot and contact lookup tools to search contacts by normalized email and retrieve rep profile fields.
HubSpotor swap with your favorite app
4.Finds associated open deals
Integrate HubSpot and deal association lookups to request associated deals and focus on qualifying open deals.
5.Loops through each deal
Integrate Looping by Zapier and iteration tools to loop deal ids and prepare per deal updates with deal iterator data.
Looping by Zapieror swap with your favorite app
6.Updates deal with rep profile
Integrate HubSpot and CRM field updates to overwrite rep profile deal custom fields with consolidated values.
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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
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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
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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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