1.Detects new multi-deal contact
Integrate HubSpot and CRM data tools to watch for new contacts in a configured list for multiple deals.
Trigger deal merge for contacts with duplicate deals
Automatically detects contacts with multiple associated deals across HubSpot. Create and update when contacts enter the configured list, qualifying deals match the duplicate marker, or complex cases need reviewβso you can trigger merges, notify operations, and protect CRM hygiene without manual deduplication.
How this automation protects your pipeline from duplicate deals
When a contact appears in a multi-deal list, manual deduping can delay clean reporting and create mismatched deal records. This automation finds associated deals and filters duplicate candidates, then posts a merge payload and notifies operationsβso your team can keep the CRM accurate.
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2.Finds associated deals by contact ID
Integrate HubSpot and CRM lookup tools to fetch associated deal IDs for the triggered contact.
3.Iterates through deal IDs
Integrate Looping by Zapier and automation logic to loop over each associated deal ID for inspection.
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4.Gets deal properties for each ID
Integrate HubSpot and CRM reporting tools to retrieve deal properties like status and reason per deal ID.
5.Continues only matching duplicates
Integrate Filter by Zapier and automation rules to pass through only deals matching the configured duplicate marker.
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6.Posts merge payload to webhook
Integrate Webhooks by Zapier and automation webhooks to send keep and merge candidate IDs to the HubSpot automation endpoint.
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