1.Captures new deal payloads
Integrate HubSpot and CRM fields mapping to capture incoming deal payloads and deal identifiers for centralizing deal data.
Create deal record in centralized sales tracker from CRM
Automatically monitor new deal payloads across HubSpot and build centralized sales tracker records in Notion. Create and update when a new deal arrivesβso you can normalize stage and company fields, link each tracker back to the deal, and keep rep handoffs fast without manual data entry.
How this automation creates your deal tracker records
When new deals land in HubSpot, delays and missing links can slow handoffs and cause duplicate data entry. This automation captures deal payloads, formats lookup values, creates Notion tracker items, and updates the HubSpot deal with the tracker URLβso your team can hand off faster.
HubSpotor swap with your favorite app
2.Transforms stage and company fields
Integrate Formatter by Zapier and lookup tables to translate referring company and stage keys into readable tracker values.
Formatter by Zapieror swap with your favorite app
3.Creates tracker database item
Integrate Notion and CRM link construction to create a centralized sales tracker item with deal and lookup-mapped fields.
Notionor swap with your favorite app
4.Updates CRM deal tracker link
Integrate HubSpot and URL link updates to write the new tracker item URL back into the CRM deal record.
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Step 1
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Step 2
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Step 3
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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.
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