1.Catches broker webhook payload
Integrate Webhooks by Zapier and webhook tools to receive the broker payload and capture the application reference for downstream processing.
Create company and contact records from broker webhook
Automatically catch broker webhooks across Webhooks by Zapier and HubSpot. Create and update company and contact records when broker payloads arrive, application references are captured, or company matches are found or createdβso you can normalize data, onboard teams, and keep CRM entries current without manual data entry.
How this automation updates your CRM records
When broker webhook payloads arrive, delays can stall onboarding and outreach. This automation fetches application details, finds or updates companies, and creates or updates contacts and associationsβso your team can keep CRM data accurate.
Webhooks by Zapieror swap with your favorite app
2.Normalizes company and team data
Integrate Code by Zapier and data normalization tools to run JavaScript, fetch application details, and build CRM-ready property sets.
Code by Zapieror swap with your favorite app
3.Finds matching company in HubSpot
Integrate HubSpot and CRM search to search by broker unique identifier and company name and return match status.
HubSpotor swap with your favorite app
4.Creates or updates company record
Integrate HubSpot and CRM field mapping to create a new company or update the existing company record with normalized fields.
5.Creates or updates contacts and links
Integrate HubSpot and CRM associations to create or update contacts from team members and associate each contact to the company.
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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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