1.Detect new deal webhook event
Integrate HubSpot and CRM fields to catch deal creation events and pull core deal fields.
Create deal tracker rows for each new CRM deal
Automatically catch new deal events across HubSpot and Google Sheets and Formatter by Zapier. Create and update when pipeline labels resolve, owners are found, and tracker rows append when deals created, stages change, or deal amounts updateβso you can reduce manual data entry and keep finance visibility current.
How this automation populates deal tracker rows
When a new deal is created in HubSpot, delays can slow reporting and require duplicate copying. This automation enriches deals with pipeline labels and owner details, then appends a deal tracker row in Google Sheetsβso your team has up to date pipeline visibility.
HubSpotor swap with your favorite app
2.Lookup pipeline label
Integrate Formatter by Zapier and lookup tables to translate pipeline IDs and output pipeline label values.
Formatter by Zapieror swap with your favorite app
3.Find deal owner and company
Integrate HubSpot and CRM associations to find owners and companies by IDs and return the owner name.
4.Append deal tracker row
Integrate Google Sheets and reporting sheets to map deal fields and append a new tracker row.
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
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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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