1.Detect new transaction row
Integrate PostgreSQL and database tools to capture incoming transaction rows from your custom query to start deal creation.
Create or update CRM deals from transaction feed
Automatically monitor new transaction rows across PostgreSQL, Zapier Tables, Code by Zapier, and HubSpot. Create and update when transaction rows arrive, transaction types map, or transaction statuses mapβso you can compute amounts, enrich deal properties, and update CRM deals without manual CRM entry.
How this automation creates or updates your CRM deals
When new transaction rows arrive, delays can stall deal creation and lead teams to outdated CRM details. This automation enriches transactions with mapped type and status, computes amounts, and creates or updates HubSpot dealsβso your team can act on new opportunities quickly.
PostgreSQLor swap with your favorite app
2.Lookup transaction type mapping
Integrate Zapier Tables and mapping data to find the transaction type label to prepare CRM deal properties.
Zapier Tablesor swap with your favorite app
3.Lookup transaction status mapping
Integrate Zapier Tables and mapping data to find the transaction status label to set CRM deal status properties.
4.Fetch reference data by IDs
Integrate PostgreSQL and database tools to retrieve currency value and client record to populate deal fields.
5.Compute transaction amount
Integrate Code by Zapier and calculations tools to compute signed or normalized amount to store a numeric deal amount.
Code by Zapieror swap with your favorite app
6.Find or create and update deal
Integrate HubSpot and CRM tools to search by transaction identifier and upsert the deal to apply pipeline and stage.
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.
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