1.Monitors contact updates
Integrate HubSpot and CRM data sources to detect property changes and map the source email to a contact ID.
Send retainer contract and record CRM engagement note
Automatically monitor contact purchase or payment plan changes across HubSpot and SignRequest. Create and update when payment plan changes, purchase plan updates, or contact properties shiftβso you can send retainer signature requests, create CRM engagement notes, and associate each contract to the right deal without manual document chasing.
How this automation accelerates your retainer onboarding
When a contact payment plan changes in HubSpot, contract delivery can stall and notes stay unlinked. This automation routes the right template, sends signature requests, and creates engagement notesβso your team can execute retainer contracts faster.
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2.Waits for webhook associations
Integrate Delay by Zapier and webhook tools to pause briefly so CRM associations settle before branching and linking records.
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3.Branches by payment plan
Integrate Paths by Zapier and routing rules to choose the payment plan path and continue only for qualifying records.
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4.Sends signature request
Integrate SignRequest and eSignature templates to send the correct signature request by mapping signer details per plan.
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5.Creates engagement note
Integrate HubSpot and CRM notes to create an engagement note tied to the contact and the first matching deal ID.
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Attach signed contract PDF to client record today
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Explore all esignature & contract execution automations
Close contracts faster with automated signature routing, record updates, and execution 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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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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