1.Catches incoming deal payloads
Integrate Webhooks by Zapier and data intake tools to capture company identifier and company name from the deal payload.
Attach generated org codes to company records quickly
Automatically catch deal payloads across Webhooks by Zapier, Zapier Tables, and HubSpot. Create and update when company identifiers arrive, company names appear, or deal timestamps changeβso you can generate org codes, build mappings, and update company records without manual CRM data entry.
How this automation updates company org codes fast
When incoming deal payloads arrive, org codes can get delayed and records can stay inconsistent. This automation catches payloads, formats dates and generates codes, and then updates Zapier Tables and your HubSpot company recordsβso your team can enter CRM data faster.
Webhooks by Zapieror swap with your favorite app
2.Formats contract start date
Integrate Formatter by Zapier and date formatting tools to format contract start timestamps into a standardized start date.
Formatter by Zapieror swap with your favorite app
3.Generates standardized org code
Integrate Code by Zapier and code execution tools to map company name to a code generator input and return an org code.
Code by Zapieror swap with your favorite app
4.Finds or creates code mapping
Integrate Zapier Tables and record lookup tools to find the mapping by generated code and create it when missing.
Zapier Tablesor swap with your favorite app
5.Updates HubSpot company record
Integrate HubSpot and CRM field tools to update the company record using the company identifier and save the org code.
HubSpotor swap with your favorite app
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
Set up in minutes
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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
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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
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