1.Monitor new CSV attachments
Integrate Gmail and email attachments to detect new subscription CSV files for processing.
Create subscriber and deal records from emailed CSV
Automatically monitor new CSV attachments across Gmail and parse subscriber rows with Formatter and Looping. Create and update CRM records when paid or active rows arrive so you can capture contacts, log audit tables, and keep deals current without manual data entry.
How this automation keeps CRM subscriber records current
When new subscription CSV attachments arrive in Gmail, manual CRM data entry slows down same-day visibility and increases errors. This automation parses rows, stores an audit record in Zapier Tables, and upserts contact and deal data in HubSpotβso you can respond faster with accurate CRM records.
Gmailor swap with your favorite app
2.Parses attached CSV into rows
Integrate Formatter by Zapier, CSV parsing tools, and data mapping to parse attachment content into structured line items.
Formatter by Zapieror swap with your favorite app
3.Iterates through parsed rows
Integrate Looping by Zapier and field mapping tools to iterate rows and map CSV columns to CRM fields.
Looping by Zapieror swap with your favorite app
4.Creates reporting table records
Integrate Zapier Tables, reporting systems, and audit tools to persist every parsed row for reconciliation.
Zapier Tablesor swap with your favorite app
5.Upserts contact and deal records
Integrate HubSpot and CRM workflows to create or update contacts by email and upsert deals by deal name.
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
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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
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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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