1.Detects new deal submission
Integrate HubSpot and CRM data mapping to receive a New Deal webhook and extract key deal fields to trigger the workflow.
Add submitted work order link to deal record
Automatically monitor new deal creation in HubSpot across HubSpot, Webhooks by Zapier, and Formatter by Zapier. Create and update when form submissions completeβso you can submit fields, capture the work order URL, and write it back to the deal without manual data entry.
How this automation writes work order URLs to your deals
When a new deal webhook payload arrives, delivery teams lack a direct work order reference and follow-up slows down. This automation posts your work order form, extracts the submitted URL, and updates the deal propertyβso your team can access the latest link instantly.
HubSpotor swap with your favorite app
2.Posts deal details to form
Integrate Webhooks by Zapier and form endpoints to post the deal ID, reference link, and comments to submit the work order form.
Webhooks by Zapieror swap with your favorite app
3.Cleans submitted form URL
Integrate Formatter by Zapier and URL parsing tools to extract the submitted response URL and clean encoded characters.
Formatter by Zapieror swap with your favorite app
4.Updates deal with work order URL
Integrate HubSpot and CRM properties to update the deal with the cleaned work order URL and verify the saved value.
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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.
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.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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