1.Detect meeting created event
Integrate Chili Piper and meeting event tools to detect new meeting created events to route qualifying second-meeting data.
Add or update CRM deal with second meeting date
Automatically monitor meeting created events across Chili Piper, Zapier Tables, and HubSpot. Create and update deals when second meeting booked, meeting start time formats, or deal association is missingβso you can set confirm dates, assign owners, and attach lead sources without manual CRM data entry.
How this automation keeps deal details current
When meeting confirmations require manual CRM updates, reps lose pipeline context and deals stall. This automation filters and formats second-meeting details, looks up lead source info, finds contacts, and updates or creates HubSpot dealsβso your team can act on accurate context immediately.
Chili Piperor swap with your favorite app
2.Filters for qualifying meeting type
Integrate Filter by Zapier and meeting filters to apply second meeting type conditions to continue only qualifying records.
Filter by Zapieror swap with your favorite app
3.Formats meeting date for CRM
Integrate Formatter by Zapier and date formatting tools to convert meeting start time to YYYY-MM-DD to populate the CRM date field.
Formatter by Zapieror swap with your favorite app
4.Looks up lead source reference
Integrate Zapier Tables and lookup tooling to map product feature to the lead source table to return the reference value.
Zapier Tablesor swap with your favorite app
5.Finds contact by email
Integrate HubSpot and CRM contact search tools to look up a contact by primary guest email to check for existing associated deals.
HubSpotor swap with your favorite app
6.Updates or creates the deal
Integrate HubSpot and CRM deal tools to update an existing deal or create a new one to set confirm second-meeting date and owner.
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
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.
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