1.Detect new job request row
Integrate PostgreSQL and database query tools to detect new open contract request rows to map capacity fields.
Update deal estimated hours from job request records
Automatically monitor open contract job request rows across PostgreSQL and HubSpot. Update deal estimates when capacity fields change, when estimated weeks appear, or when job requests qualifyβso you can keep hiring capacity visible, refresh deal timelines, and reduce manual data entry without manual reporting.
How this automation updates deal capacity estimates
When open contract job requests stay in records without pushing estimates, deal owners risk planning with stale hiring capacity. This automation runs a job request query, finds matching deals, and updates estimated hours and weeksβso your team can plan faster with current capacity.
PostgreSQLor swap with your favorite app
2.Runs custom job request query
Integrate PostgreSQL and data mapping to run the custom query to map external key and available hours.
3.Delays for 5 minutes
Integrate Delay by Zapier to batch rapid updates and reduce inconsistencies before updating matching deals.
Delay by Zapieror swap with your favorite app
4.Finds deal by external key
Integrate HubSpot and CRM lookup tools to find the deal id by external key to prepare the update.
HubSpotor swap with your favorite app
5.Updates deal estimated hours
Integrate HubSpot and pipeline fields updates to update estimated hours and estimated weeks from the request payload.
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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