1.Detect button click on record
Integrate Zapier Tables and table record workflows to catch button-click record inputs and start the automation logic.
Create CRM deals and contacts from table records
Automatically process Zapier Tables button clicks for record entries across HubSpot, Formatter by Zapier, and Google Sheets. Create and update when record button clicked, qualifying row detected, or close date presentβso you can create contacts, create deals, and append tracking rows without manual data entry.
How this automation creates CRM deals from table records
When Zapier Tables button clicks create record entries, CRM deals and contacts can remain incomplete without fast follow-through. This automation creates or updates contacts, creates deals, links records, formats close dates, and appends tracking rowsβso your team can avoid manual data entry.
Zapier Tablesor swap with your favorite app
2.Creates or updates contact
Integrate HubSpot and CRM import tools to map email and name fields and create or update the contact record.
HubSpotor swap with your favorite app
3.Creates deal in pipeline
Integrate HubSpot and deal tracking tools to create a deal, map amount and close date, and set pipeline and stage.
4.Creates deal and contact associations
Integrate HubSpot and CRM relationship tools to associate the created deal to the contact and to a company when available.
5.Transforms close date formatting
Integrate Formatter by Zapier and data formatting tools to convert the source close date to the worksheet format and timezone.
Formatter by Zapieror swap with your favorite app
6.Adds tracking row to worksheet
Integrate Google Sheets and reporting systems to append a tracking row with channel, product, dates, amount, deal, and contact details.
Google Sheetsor swap with your favorite app
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Explore all CRM data entry automations
Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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.
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
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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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