1.Catches viewing event payload
Integrate Webhooks by Zapier and webhook ingestion to receive viewing event payloads and extract contact identifiers and timestamps.
Update CRM deal stage from viewing event payload
Automatically capture viewing event payloads across Webhooks by Zapier and HubSpot. Get deal stage and viewing date updates when viewing event payloads arrive or timestamps map or contacts matchβso you can update CRM records, route ownership, and keep pipeline context without manual entry.
How this automation updates your deal stages
When viewing event payloads arrive, reps may enter outdated stage context and lose pipeline accuracy. This automation captures payloads, formats viewing dates, and updates or creates deals and associationsβso your team can follow viewing intent right away.
Webhooks by Zapieror swap with your favorite app
2.Formats viewing date and time
Integrate Formatter by Zapier and date parsing to format the event timestamp into a readable viewing date.
Formatter by Zapieror swap with your favorite app
3.Finds contact in HubSpot
Integrate HubSpot and CRM record search to look up the matching contact by email or the provided identifier.
HubSpotor swap with your favorite app
4.Selects most recent associated deal
Integrate Code by Zapier and routing logic to pick the most recent deal ID from the association list.
Code by Zapieror swap with your favorite app
5.Updates or creates deal and association
Integrate HubSpot and CRM deal management to update the deal stage and viewing date or create a new deal and association.
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Step 1
Connect your tools
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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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