1.Gets updated contact
Integrate HubSpot and crm fields to fetch the updated contact and centralize membership and billing start data.
Create or update membership deals from contact updates
Automatically monitor contact property changes across HubSpot, Formatter by Zapier, and Webhooks by Zapier. Create and update when membership level updates, subscription flag changes, or billing start date changes—so you can update deals, attach pricing line items, and keep renewal onboarding aligned without manual reconciliation.
How this automation keeps membership deals aligned
When membership details change in contact records, deals can drift and billing breaks. This automation fetches the updated contact, looks up the right company and product pricing, then updates existing deals or creates new ones with correct line items—so your team stays aligned.
HubSpotor swap with your favorite app
2.Looks up company ID
Integrate Formatter by Zapier and lookup tables to map the broker dealer name to a canonical company ID with fallback.
Formatter by Zapieror swap with your favorite app
3.Searches membership products
Integrate HubSpot and product catalogs to search products by membership level and map the returned price for the deal.
4.Updates existing deal
Integrate HubSpot and line item tooling to update billing start, deal amount, membership status, and deal stage.
5.Creates deal and associations
Integrate HubSpot and Webhooks by Zapier to create the deal, associate it to the contact and company, and attach the line item.
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Retain more recurring revenue with automated renewal reminders, payment failure follow-ups, and CRM updates
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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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 — I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
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Rishi Shah, CEO and Co-Founder
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