1.Catch onboarding webhook payload
Integrate Webhooks by Zapier and webhook intake tools to extract company identifiers and onboarding status for matching.
Update deal stage and pipeline from onboarding webhook
Automatically catch onboarding webhook events across Webhooks by Zapier and Slack, then identify the matching CRM deal in HubSpot. Post onboarding context, find the right deal, and update pipeline and deal stage when onboarding status arrives, onboarding payloads change, or company identifiers matchβso you can keep account owners aligned without manual CRM entry.
How this automation updates your pipeline from onboarding
When onboarding webhooks arrive without timely CRM updates, deals can land in the wrong stage and sales follow-up slows down. This automation catches onboarding events, posts Slack context, finds the matching HubSpot deal, and updates pipeline and deal stageβso your team stays aligned.
Webhooks by Zapieror swap with your favorite app
2.Send onboarding summary to channel
Integrate Slack and team messaging tools to post a concise onboarding summary with mapped fields and timestamp.
Slackor swap with your favorite app
3.Find deal by company reference
Integrate HubSpot and CRM search tools to locate the primary deal record by company id or name.
HubSpotor swap with your favorite app
4.Update deal pipeline and stage
Integrate HubSpot and CRM update tools to map onboarding status to pipeline and deal stage, then update the deal.
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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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
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