1.Catches new form submission
Integrate HubSpot to catch reassessment form submissions and expose submitted deal reference and valuation inputs.
Update deal record for price reassessment from form
Automatically monitor new form submissions in HubSpot and update deals across HubSpot. Create and update when reassessment details arriveβso you can set reassessment flags, populate valuation fields, and capture deal notes without manual data entry.
How this automation updates reassessment-ready deals
When reassessment form data lands without a deal update, pricing decisions stall and deal context goes stale. This automation catches form submissions, finds the related deal, and updates reassessment fields and notesβso your team can act with current valuation inputs.
HubSpotor swap with your favorite app
2.Finds matching deal record
Integrate HubSpot and crm lookup tools to locate the existing deal record using the submission deal reference.
3.Updates deal reassessment fields
Integrate HubSpot to map source fields and update minimum price, reassessment flag, and deal notes on the deal.
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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
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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