1.Detect new deal creation
Integrate HubSpot to detect a new deal and trigger the company UID process for your CRM records.
Create company UID from new deal and update CRM
Automatically detect new deal creation in HubSpot across CRM and worksheet systems. Create a stable company UID ledger, update the matching company record, and DM duplicates to Sales Ops without manual data entry or cleanup.
How this automation creates consistent company IDs in your CRM
When new deals arrive but company UIDs are missing, data entry slows down and duplicates can pollute records. This automation finds the linked company, creates and computes a UID in Google Sheets, and updates the HubSpot company recordβso your team can keep identifiers consistent without chasing spreadsheets.
HubSpotor swap with your favorite app
2.Find associated company
Integrate HubSpot and CRM tools to locate the company tied to the deal and map deal reference to company reference.
3.Get company details
Integrate HubSpot and data enrichment tools to retrieve the company record and check for an existing UID.
4.Add company row in worksheet
Integrate Google Sheets and worksheet workflows to add a row mapping the company reference and name to sheet columns.
Google Sheetsor swap with your favorite app
5.Update row with UID formula
Integrate Google Sheets and reporting systems to update the same row with formula columns that build the readable UID.
6.Update company record with UID
Integrate HubSpot and CRM data tools to write the generated UID back to the company UID property in real time.
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Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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