1.Receives and parses webhook payload
Integrate Webhooks by Zapier and webhook payload parsing to map identifier and contact fields to variables for processing.
Create or update merchant records from payment webhook
Automatically catch incoming webhook payloads across Webhooks by Zapier and HubSpot CRM. Notify IT and create or update merchant records when merchant payload arrives, status updates, or webhook errorsβso you can create records, update statuses, and post results without manual CRM data entry.
How this automation keeps merchant records up to date
When incoming webhook events arrive, delays can cause missed merchant updates and messy CRM data. This automation searches HubSpot records and creates or updates them and posts results to Microsoft Teamsβso your team can keep CRM entries accurate.
Webhooks by Zapieror swap with your favorite app
2.Searches for matching merchant
Integrate HubSpot CRM and CRM record matching to find an existing merchant using the mapped source identifier key.
HubSpotor swap with your favorite app
3.Creates merchant record when missing
Integrate HubSpot CRM and CRM properties mapping to create a new merchant record and map source fields to properties.
4.Updates merchant record when found
Integrate HubSpot CRM and timestamp mapping to update record status and updated fields for the matched merchant.
5.Sends success or error to IT
Integrate Microsoft Teams and notification formatting to post a concise result message when processing succeeds or fails.
Microsoft Teamsor 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
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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.
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