1.Catches raw webhook payload
Integrate Webhooks by Zapier and webhook delivery systems to forward the raw body to parse remote access identifiers.
Add remote access IDs to deal records in pipeline
Automatically catch incoming webhook payloads across Webhooks by Zapier and parse remote support session IDs with Code by Zapier. Update matched deal records in HubSpot and set in progress access statusβso you can enrich outreach context without manual CRM copying.
How this automation updates deal records with access context
When remote access identifiers arrive but deals stay unupdated, outreach timing slips and reps lose key context. This automation captures webhook payloads and extracts session IDs, then finds and updates matching deals in HubSpotβso your team can act with accurate access details.
Webhooks by Zapieror swap with your favorite app
2.Parses webhook raw body
Integrate Code by Zapier and data processing to extract practice identifier and remote session IDs for mapping.
Code by Zapieror swap with your favorite app
3.Finds matching deal
Integrate HubSpot and CRM search to find a deal by practice identifier and apply the pipeline filter.
HubSpotor swap with your favorite app
4.Updates deal access details
Integrate HubSpot and CRM fields to write remote access session IDs and set the deal access status to in progress.
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Step 1
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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
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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
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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