1.Runs every day trigger
Integrate Schedule by Zapier and time-window logic to kick off the run and process the previous calendar day leads.
Create daily contacts and deals from new leads
Automatically pull previous day’s leads across HubSpot and lead endpoints with daily scheduling. Create and update contacts and deals when the daily window runs—so you can prioritize qualified leads, keep CRM data clean, and assign pipeline work without manual data entry.
How this automation accelerates daily CRM setup
When every day scheduled runs, delays can stall prospect outreach and leave reps working from outdated lists. This automation fetches leads, filters qualifying records, and upserts HubSpot contacts and deals—so your team can start work with clean pipelines each morning.
Schedule by Zapieror swap with your favorite app
2.Calculates previous-day timestamps
Integrate Formatter by Zapier and date utilities to compute the previous-day start and end timestamps for the lead query.
Formatter by Zapieror swap with your favorite app
3.Gets leads from endpoint
Integrate Webhooks by Zapier and lead endpoint data to fetch leads by timestamp and map the response into lead records.
Webhooks by Zapieror swap with your favorite app
4.Skips when no leads exist
Integrate Filter by Zapier and record validation to continue only when qualifying leads exist in the response.
Filter by Zapieror swap with your favorite app
5.Iterates each lead record
Integrate Looping by Zapier and field mapping to process each lead record and map contact and deal values.
Looping by Zapieror swap with your favorite app
6.Upserts contact and creates deal
Integrate HubSpot and CRM workflows to upsert contacts, create deals, and associate each contact to its deal.
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
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!)
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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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