1.Captures checklist run identifiers
Integrate Process Street and workflow identifiers to capture run ID and template ID for mapping portal identifiers.
Add customer portal links to CRM deal and contact records
Automatically capture new checklist runs across Process Street and route portal link identifiers into HubSpot custom fields. Create and update when runs include a deal ID or a contact email or template IDs are availableβso you can update deal records, update contact records, and keep sales context current without manual data entry.
How this automation updates portal context in HubSpot
When portal links and identifiers are missing from CRM records, sales context lags and follow-up gets delayed. This automation captures checklist identifiers, filters deal and contact paths, and updates HubSpot deal and contact portal fieldsβso your team can act on the right context fast.
Process Streetor swap with your favorite app
2.Checks for a deal ID
Integrate Filter by Zapier and CRM mapping rules to continue only when a configured deal ID exists.
Filter by Zapieror swap with your favorite app
3.Updates the deal portal link
Integrate HubSpot and CRM custom fields to write the portal URL and run and template identifiers into the deal.
HubSpotor swap with your favorite app
4.Checks for contact email
Integrate Filter by Zapier and submission fields to continue only when email exists and no deal ID was provided.
5.Finds and updates contact portal fields
Integrate HubSpot and CRM contact lookup to find by email and update portal link fields with run identifiers.
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