1.Triggers weekly job run
Integrate Schedule by Zapier and workflow schedulers to kick off the weekly run that checks for active POC records.
Update weekly POC reminder date on CRM deals
Automatically schedule a weekly job across Zapier Tables and HubSpot to locate active POC records—then update next-touch dates on CRM deals. Instantly refresh POC follow-up dates when weekly Monday runs, active POC records appear, or follow-up dates go blank—so you can cut manual data entry and keep coordinators aligned and responsive.
How this automation updates your weekly POC dates
When every week Monday at configured time runs, POC follow-up dates can lag and coordinators lose visibility. This automation finds active POC records, loops HubSpot deal IDs, and updates deal records in HubSpot—so your team can act on time.
Schedule by Zapieror swap with your favorite app
2.Finds live POC records
Integrate Zapier Tables and filtering tools to search active POC records and return HubSpot ID values for updates.
Zapier Tablesor swap with your favorite app
3.Loops HubSpot ID values
Integrate Looping by Zapier and iteration controls to loop over the returned HubSpot IDs and prepare per-deal updates.
Looping by Zapieror swap with your favorite app
4.Updates matching deal record
Integrate HubSpot and CRM field mapping to update the deal's weekly POC date field using the looped HubSpot ID.
HubSpotor swap with your favorite app
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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.
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