1.Monitors new booked-meeting contacts
Integrate HubSpot and contact lists to detect booked meeting submissions and start the deal workflow.
Create deal for booked discovery call and notify team
Automatically detect new contact in a booked-meeting list across HubSpot. Create and update deals, update rep workload, and pause outreach with Slack alertsβso you can skip manual follow-up and paperwork.
How this automation creates deals and alerts your team
When booked discovery leads arrive but deal records and follow-up steps stay manual, opportunities stall. This automation generates deal details, creates HubSpot deals, updates rep workload, pauses outreach, and notifies the teamβso deals move forward faster.
HubSpotor swap with your favorite app
2.Generates a prioritized deal name
Integrate AI by Zapier and data mapping to generate a single deal name string from company and contact name.
AI by Zapieror swap with your favorite app
3.Formats the booking date
Integrate Formatter by Zapier and date tools to format the meeting timestamp into a consistent date string.
Formatter by Zapieror swap with your favorite app
4.Creates the deal and associations
Integrate HubSpot and CRM pipelines to create a deal, set ownership, and associate the contact and company.
5.Updates rep booking workload
Integrate Zapier Tables and record lookups to increment booking count for the assigned rep and update the row.
Zapier Tablesor swap with your favorite app
6.Pauses active outreach campaigns
Integrate Snov.io and outreach tools to pause outreach for the contacted email in active campaigns.
Snov.ioor swap with your favorite app
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Add applicants to sales pipeline from submitted forms
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Explore all deal tracking automations
Accelerate deal progress with automated stage updates, activity logging, and follow-up alerts
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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