1.Watches signed agreement emails
Integrate Gmail, label or search filtering, and message parsing tools to capture agreement email content and route it into the workflow.
Update deal status from signed agreement emails quickly
Automatically detect signed agreement emails across Gmail and extract customer email using Formatter by Zapier. Create and update deal statuses in HubSpot when signed agreement emails arrive, inbox messages match the configured search, or agreement email subjects cross key termsβso you can extract contacts, find deals, and set project submission status without manual deal updates.
How this automation speeds up deal status updates
When signed agreement emails arrive, manual inbox triage can delay accurate deal status updates and slow deployment readiness. This automation extracts customer email, finds the deal, and updates the agreement status in HubSpotβso your team can advance deals faster.
Gmailor swap with your favorite app
2.Extracts customer email from message
Integrate Formatter by Zapier and text parsing tools to extract the customer email from the email message body.
Formatter by Zapieror swap with your favorite app
3.Skips internal notification senders
Integrate Filter by Zapier and conditional checks to continue only when the extracted email is not from internal notification senders.
Filter by Zapieror swap with your favorite app
4.Finds deal by contact email
Integrate HubSpot and CRM search to find the related deal by matching the contact email and returning the first match.
HubSpotor swap with your favorite app
5.Updates deal agreement status
Integrate HubSpot and CRM updates to set the configured agreement status field to indicate project submission.
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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!)
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David Laderberg, VP of Sales
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