1.Detects new intake item
Integrate Microsoft SharePoint and collaboration tools to detect new intake row data to create CRM records.
Create sales deal and contact from new client entry
Automatically monitor new intake items across Microsoft SharePoint and route them into HubSpot. Create and update when new client entries arrive, emails match, or measurement requests are capturedβso you can create deals, sync contacts, and notify customers without manual data entry.
How this automation accelerates your sales follow-up
When new intake items arrive, delays can stall outreach and waste rep time on manual CRM entry. This automation creates deals, upserts contacts, links records, and sends measurement instructionsβso your team can follow up faster.
Microsoft SharePointor swap with your favorite app
2.Creates sales deal
Integrate HubSpot and CRM pipelines to create a deal from intake fields to route follow-up.
HubSpotor swap with your favorite app
3.Upserts contact by email
Integrate HubSpot and contact data tools to match and upsert a contact by email to keep records current.
4.Creates deal contact association
Integrate HubSpot and CRM relationship tools to link the created contact to the created deal to connect records for reps.
5.Sends measurement email
Integrate Microsoft Outlook and email tracking to send measurement instructions when the intake requests it to notify customers.
Microsoft Outlookor 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
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.
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Rishi Shah, CEO and Co-Founder
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