1.Starts sub-zap with incoming deal ID
Integrate Sub-Zap by Zapier and trigger routing to validate the incoming deal ID before other steps run.
Create or update deal records in central tracker
Automatically create or update deal records from incoming deal ID across Sub-Zap by Zapier, Webhooks by Zapier, Code by Zapier, and Notion. Create and update when deal IDs arrive, opportunity data maps successfully, or contract links are detectedβso you can save time on manual data entry, align billing readiness, and keep tracker fields current.
How this automation creates deal records in your central tracker
When incoming deal IDs arrive without structured mapping, tracker records stay incomplete and billing readiness slows down. This automation retrieves opportunity data, normalizes fields, and creates or updates Notion deal recordsβso your team can act on validated deal information.
Sub-Zap by Zapieror swap with your favorite app
2.Retrieves opportunity data
Integrate Webhooks by Zapier and your sales API to retrieve opportunity fields and map them to tracker-ready sources.
Webhooks by Zapieror swap with your favorite app
3.Normalizes and enriches data
Integrate Code by Zapier and data processing tools to compute totals and workloads and detect contract link presence.
Code by Zapieror swap with your favorite app
4.Finds and upserts tracker item
Integrate Notion and database operations to match by external deal ID, then create or update the deal record.
Notionor swap with your favorite app
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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!)
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
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
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.
Raphael Bochner, Founder and CIO
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Rishi Shah, CEO and Co-Founder
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