1.Triggers every weekday at 9:00 AM
Integrate Schedule by Zapier to start a weekday run and kick off the enrichment pass for contact coverage.
Update pipeline stages and enrich contacts from daily list
Automatically enrich contact data across HubSpot and Clay + HubSpot when weekday runs start, scheduled time hits, or daily list review begins. Create and update records and pipeline stages so you can enrich contacts, update deal stages, and assign deal owners without manual CRM updates.
How this automation updates your pipeline stages
When scheduled list reviews run, delays can leave reps with stale stages and missing contact details. This automation calls list memberships, retrieves deals and contacts, and creates enrichment rows to update HubSpot records and move deals to the right stageβso your team starts the day ready.
Schedule by Zapieror swap with your favorite app
2.Gets list memberships from endpoint
Integrate Webhooks by Zapier and API tools to fetch list memberships and map membership IDs for processing.
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3.Iterates memberships for processing
Integrate Looping by Zapier and workflow automation tools to iterate each membership and pass identifiers forward.
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4.Finds deal by ID
Integrate HubSpot and CRM lookup tools to find deal records and retrieve stage and linked contact IDs.
HubSpotor swap with your favorite app
5.Finds contact by ID
Integrate HubSpot and contact attribute tools to retrieve email, phone, and social links for enrichment decisions.
6.Creates enrichment and updates HubSpot
Integrate Clay + HubSpot and enrichment tables to create or update enrichment rows and update contacts and deal stages.
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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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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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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