1.Catches site inspection event
Integrate Webhooks by Zapier and event mapping tools to receive the inspection event and map fields to the deal identifier.
Update CRM deal when a site inspection completes
Automatically capture site inspection completed events across Webhooks by Zapier, HubSpot, and Zapier data tools. Create and update when inspection details arriveβso you can update deal records, append inspection notes, and advance the inspection-complete stage without manual data entry.
How this automation advances inspection-ready deals
When site inspection updates arrive but stay unentered, deals stall and inspection notes get out of sync. This automation captures inspection events and enriches matching deals, appends notes, and advances deal stagesβso your team can keep pipeline moving.
Webhooks by Zapieror swap with your favorite app
2.Gets the matching deal
Integrate HubSpot and CRM lookup tools to fetch the deal and retrieve the deal name and inspection notes for logic.
HubSpotor swap with your favorite app
3.Transforms deal name for match
Integrate Formatter by Zapier and text transform tools to search the deal name for a contract reference and set a match flag.
Formatter by Zapieror swap with your favorite app
4.Filters to qualifying records
Integrate Filter by Zapier and branching logic tools to continue only when inspection is completed and records pass conditions.
Filter by Zapieror swap with your favorite app
5.Updates the deal with inspection
Integrate HubSpot and pipeline update tools to append inspection notes and move the deal to the inspection-complete stage.
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Step 1
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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
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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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