1.Catches onboarding task payload
Integrate Webhooks by Zapier and webhook routing tools to capture task name, project name, and completed date for deal updates.
Update deal tech stack complete date from webhook
Automatically catch onboarding task payloads across Webhooks by Zapier and HubSpot. Create and update when onboarding tasks complete, completed dates appear, or project names matchβso you can update deal dates, log activity notes, and match deals without manual data entry.
How this automation updates your deal launch timing
When onboarding completion data arrives but deal dates lag, launch timing stays unclear and follow-up gets delayed. This automation catches onboarding payloads and filters them, then finds the related deal and updates the tech stack complete dateβso your team can keep deals current.
Webhooks by Zapieror swap with your favorite app
2.Filters qualifying task records
Integrate Filter by Zapier and data validation tools to continue only when the onboarding completion event matches.
Filter by Zapieror swap with your favorite app
3.Finds the matching deal
Integrate HubSpot and deal search tools to look up the related deal by project name mapping.
HubSpotor swap with your favorite app
4.Updates deal tech stack date
Integrate HubSpot and CRM note tools to map the completed date to the tech stack complete date field.
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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
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.
Raphael Bochner, Founder and CIO
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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