1.Catch incoming trip confirmation
Integrate Webhooks by Zapier, payload extraction tools, and mapping logic to capture trip confirmation payloads.
Update CRM deal with trip coordinator on confirmation
Automatically catch trip confirmation payloads across Webhooks by Zapier and CRM tools. Create and update when deal is found, staff lookup succeeds, or booking deadline is parsedβso you can assign coordinators, update deadlines, and create triage tasks without manual data entry.
How this automation updates your deal records
When trip confirmations arrive without reliable handoffs, deal details fall out of date and review queues grow. This automation finds the deal and coordinator records and updates the CRM and creates triage tasksβso your team can act fast without follow-up friction.
Webhooks by Zapieror swap with your favorite app
2.Find deal by trip identifier
Integrate HubSpot, CRM lookup tools, and identifier mapping to search deals by trip identifier.
HubSpotor swap with your favorite app
3.Find coordinator by portal id
Integrate Zapier Tables, staff directory tools, and portal id mapping to look up staff records by coordinator portal id.
Zapier Tablesor swap with your favorite app
4.Update CRM deal with coordinator
Integrate HubSpot, CRM field mapping, and deadline parsing to update the deal with coordinator name and booking deadline.
5.Create triage task when lookup fails
Integrate Asana, task templates, and error handling to create a triage task for manual follow-up.
Asanaor 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
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
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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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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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