1.Listens for deal property change webhook
Integrate HubSpot and webhook triggers to detect qualifying deal property changes and continue only when criteria match.
Create lead records in your shared deals tracker
Automatically detect deal property change webhook events across HubSpot and Airtable. Create and update when qualifying interest flags, deal property changes, or webhook payloads pass criteriaβso you can ensure lead rows, update deal context, and map contact details without manual data entry.
How this automation upserts your lead records
When qualifying deal property changes trigger new interest, delays can create messy CRM data and missed follow-up. This automation finds associated contacts and upserts structured lead rows in Airtableβso your team can keep deals and contacts aligned without manual entry.
HubSpotor swap with your favorite app
2.Filters to qualifying records
Integrate Zapier Filter and data validation to limit the workflow to qualifying records and avoid noise from unrelated updates.
Filter by Zapieror swap with your favorite app
3.Finds contact associations from the deal
Integrate HubSpot and contact enrichment to find the primary associated contact and map name and phone fields.
4.Finds or creates the lead record
Integrate Airtable and record matching to search by Email, then update details and notes or create a new lead row.
Airtableor 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!)
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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