1.Catches certificate payload
Integrate Webhooks by Zapier, payload parsing, and data extraction to ingest certificate details and trigger deal creation.
Create deal for certificate and link contact record
Automatically capture certificate submissions across Webhooks by Zapier and HubSpot. Create and update deal records, enrich contacts, and link associations when certificate submission arrives, score crosses passing threshold, or pass date is setβso you can create deals, enrich contacts, and link them without manual data entry.
How this automation creates tracked deal context
When certificate submissions come in, missed matches can delay pipeline updates and reduce timely follow-up. This automation extracts values, finds or creates the right contact, then creates the deal and associationβso your team can act on passing certificates fast.
Webhooks by Zapieror swap with your favorite app
2.Finds contact by email
Integrate HubSpot and CRM lookup tools to search contacts by email and map contact identifiers.
HubSpotor swap with your favorite app
3.Creates contact on no match
Integrate HubSpot and CRM enrichment tools to create a new contact when none is found and return its ID.
4.Creates a new deal
Integrate HubSpot and deal tracking tools to create a deal, set course and score fields, and assign it to a pipeline stage.
5.Associates deal to contact
Integrate HubSpot and tagging tools to associate the deal to the correct contact and add program tag properties.
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Accelerate deal progress with automated stage updates, activity logging, and follow-up alerts
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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.
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