1.Detect deal stage update
Integrate HubSpot and CRM triggers to capture deal property changes and pass the deal identifier onward to qualify it.
Set client deal to qualified from job request
Automatically monitor deal stage updates across HubSpot and job requests in PostgreSQL. Create qualified pipeline updates when deal stage updates or deal stage regresses or deal stage crosses the Qualified thresholdβso you can find matching job requests, verify job type, and update deals without manual follow-up.
How this automation qualifies your client pipeline deals
When deal stages change but qualification work stays manual, qualified opportunities can lag. This automation finds linked job requests, branches by job type, and updates matching client pipeline deals to Qualifiedβso your team can qualify faster.
HubSpotor swap with your favorite app
2.Find related job row
Integrate PostgreSQL and database queries to look up the job request row and return the user identifier and job type.
PostgreSQLor swap with your favorite app
3.Branch by job type
Integrate Paths by Zapier and routing rules to send records into the correct contract path or fulltime path based on job type.
Paths by Zapieror swap with your favorite app
4.Find matching client deal
Integrate HubSpot and pipeline search to locate the client pipeline deal for the returned user identifier before qualifying it.
5.Update deal to Qualified
Integrate HubSpot and pipeline updates to set the deal stage to Qualified and store qualification flags and sales call results.
6.Check job opener history
Integrate PostgreSQL and database queries to check job history and determine who opened the job before routing qualification.
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Explore all deal tracking automations
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.
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