1.Receive new-deal payload
Integrate Webhooks by Zapier and routing tools to capture incoming deal payloads and map deal reference fields.
Create cross-platform deal records when new deals are created
Automatically capture incoming deal payloads across Webhooks by Zapier, HubSpot, and Zoho CRM. Create and update deal records when deal payload arrives, new deals are created, or deal details postβso you can find contacts, create sales deals, and write back IDs without manual CRM data entry.
How this automation creates unified deal records
When new deals land only in one CRM, data entry delays can break pipeline visibility. This automation captures a deal payload, finds and enriches contacts, creates the sales deal, and updates the originating record so your team can keep records consistent.
Webhooks by Zapieror swap with your favorite app
2.Find originating contact and deal
Integrate HubSpot and CRM field mapping to locate the originating contact and deal, then map source fields to variables.
HubSpotor swap with your favorite app
3.Find contact by email in Zoho
Integrate Zoho CRM and contact enrichment tools to search by email and map the lookup to the new sales deal.
Zoho CRMor swap with your favorite app
4.Create opportunities deal record
Integrate Zoho CRM and pipeline mapping tools to create an opportunity with amount, currency, owner, and pipeline fields.
5.Update HubSpot deal with sales ID
Integrate HubSpot and CRM field mapping to write the new sales-system ID back and update mapped pipeline or stage fields.
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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
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
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Jacob Sirrs, Marketing Operations Specialist
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