1.Catches renewal payload
Integrate Webhooks by Zapier and webhook data extraction to receive the renewal payload and extract source fields.
Create renewal close deal record in CRM pipeline
Automatically catch renewal payloads across Webhooks by Zapier, Formatter by Zapier, and HubSpot. Create and update when renewal payloads arrive, external reference IDs appear, or company identifiers are provided—so you can create renewal deals, associate companies, and advance pipeline stages without manual CRM entry.
How this automation accelerates your renewal deal flow
When renewal payloads arrive with key fields missing or unstandardized, deals can stall in the pipeline. This automation extracts data, formats renewal dates, creates HubSpot deals, associates companies, and advances the deal to the right stage—so your team can act fast.
Webhooks by Zapieror swap with your favorite app
2.Formats renewal date fields
Integrate Formatter by Zapier and date parsing tools to format incoming date fields into standardized deal close and contract dates.
Formatter by Zapieror swap with your favorite app
3.Creates HubSpot deal
Integrate HubSpot and CRM mapping tools to map source fields into deal properties including name, amount, external ID, dates, and line items.
HubSpotor swap with your favorite app
4.Creates deal association
Integrate HubSpot and CRM relationship linking to associate the new deal to the correct company record.
5.Updates deal pipeline stage
Integrate HubSpot and CRM workflow automation to set the pipeline and advance the deal to the configured post-creation stage.
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Explore all subscription renewal workflows automations
Retain more recurring revenue with automated renewal reminders, payment failure follow-ups, and CRM updates
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Step 1
Connect your tools
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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
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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
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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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