1.Monitors deal stage changes
Integrate HubSpot to detect deal stage changes and continue only for closed won stage events.
Mark primary closed‑won deal and clear company duplicates
Automatically monitor deal stage changed in HubSpot and related company deal associations across HubSpot. Mark primary closed won on the triggering deal and clear the same flag on other associated deals when deal stage changes, primary flags need resetting, or company associations update—so you can update deal records, prevent duplicates, and keep CRM data consistent without manual deduplication.
How this automation protects your primary closed won records
When deal stage changes, duplicates and conflicting primary closed won flags can mislead reporting and revenue tracking. This automation marks the triggering deal as primary and clears the same flag on associated deals—so your team can keep CRM records accurate.
HubSpotor swap with your favorite app
2.Filters for closed won stage
Integrate Filter by Zapier to qualify only deals that match your configured closed won stage(s).
Filter by Zapieror swap with your favorite app
3.Finds the associated company
Integrate HubSpot to map triggering deal ID to the associated company record.
4.Retrieves company associated deals
Integrate HubSpot to map company ID to associated deal IDs and minimal deal metadata.
5.Creates iteration line items
Integrate Formatter by Zapier to convert associated deal list into loopable line items.
Formatter by Zapieror swap with your favorite app
6.Loops and updates primary flags
Integrate Looping by Zapier and HubSpot to update each associated deal primary closed won flag.
Looping by Zapieror swap with your favorite app
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