1.Detects new deal creation
Integrate HubSpot and CRM systems to capture new deal payloads and pass the deal ID to continue enrichment.
Update new deal owner, contact email, and two-digit year
Automatically enrich new deal creation in HubSpot across Filter by Zapier and Formatter by Zapier. Update deal records when new deals get created, deal metadata is complete, or deal owner references populateβso you can fill owner email, standardize a two-digit year, and compose titles without manual data entry.
How this automation enriches your deal records
When new deals get created with missing owner details or inconsistent years, reps get delayed and pipeline work stalls. This automation filters qualifying deals, retrieves deal data, and updates owner, two-digit year, and deal titlesβso your team can act immediately.
HubSpotor swap with your favorite app
2.Screens qualifying deals
Integrate Filter by Zapier and validation rules to continue only for qualifying deals with complete key metadata.
Filter by Zapieror swap with your favorite app
3.Retrieves deal details
Integrate HubSpot and CRM lookup tools to get the deal record for owner reference and created timestamp.
4.Transforms created year
Integrate Formatter by Zapier and data formatting tools to split the created timestamp and convert it to a two-digit year.
Formatter by Zapieror swap with your favorite app
5.Updates owner and title
Integrate HubSpot and CRM record updates to fill owner name and email, set the two-digit year, and compose the deal title.
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Step 1
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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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.
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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