1.Maps incoming payload fields
Integrate Webhooks by Zapier and pipeline field mapping tools to map order reference, address, agent contact, stage, and products to workflow variables.
Update pipeline deal and attach customer contact record
Automatically catch deal and order update payloads across Webhooks by Zapier and HubSpot. Create and update deals and contacts when payloads arrive, addresses normalize, or stages mapβso you can keep pipeline info current, attach the right contact, and avoid manual deal follow-up.
How this automation updates your pipeline deals
When an incoming order or update payload arrives, deal records and contacts can get out of sync. This automation normalizes the payload and updates HubSpot deals and contactsβso your team can keep stages accurate without manual reconciliation.
Webhooks by Zapieror swap with your favorite app
2.Enriches the raw address
Integrate Webhooks by Zapier and address enrichment endpoints to return normalized address fields, installation flags, and offer-group info for matching.
3.Normalizes fields for matching
Integrate Code by Zapier and data normalization tools to split names, clean address strings, and output standardized match values.
Code by Zapieror swap with your favorite app
4.Transforms stage labels to IDs
Integrate Formatter by Zapier and stage lookup transforms to convert incoming stage labels into pipeline stage IDs and mapped fields.
Formatter by Zapieror swap with your favorite app
5.Finds or creates deal and contact
Integrate HubSpot and CRM association workflows to find or create the deal, set owner and stage, and associate the correct contact.
HubSpotor swap with your favorite app
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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.
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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