1.Catch new planning alert
Integrate Searchland to capture new planning alert payloads and map alert IDs and planning references to the workflow.
Create or update CRM deal from planning alert feed
Automatically catch new planning alerts across Searchland and analytics tools. Create and update CRM deals when planning alerts arrive, planning references appear, or region filters matchβso you can format coordinates, enrich deal fields, and associate contacts without manual CRM entry.
How this automation accelerates new deal setup
When new planning alerts arrive, delays can stall outreach and lead opportunities. This automation catches planning alerts, formats coordinates, enriches region codes, and creates or updates HubSpot deal, contact, and company associationsβso your team can move faster.
Searchlandor swap with your favorite app
2.Format geometry and area IDs
Integrate Formatter by Zapier and data formatting tools to convert geometry into latitude and longitude text and map area IDs to names.
Formatter by Zapieror swap with your favorite app
3.Lookup region and authority codes
Integrate Zapier Tables and reference data tools to find matching regional codes and planning authority codes for enrichment.
Zapier Tablesor swap with your favorite app
4.Upsert deal and associations
Integrate HubSpot and crm record tools to find or create deals, upsert contacts and companies, and create deal associations.
HubSpotor 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
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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