1.Catches closed won upsell payload
Integrate Webhooks by Zapier and event mapping tools to capture the closed won upsell payload and map core deal properties.
Create follow-up deals from won upsells and link contacts
Automatically catch closed won upsell events from Webhooks by Zapier across HubSpot and Asana. Create and associate follow-up deals when contact associations exist, or create a task when no contact is foundβso you can scale pipeline follow-up without manual reporting.
How this automation accelerates follow-up deal creation
When a closed won upsell event happens, delays can stall next steps and slow revenue follow-up. This automation catches the payload and finds contact associations or creates tasks, so your team can move from upsell to follow-up faster.
Webhooks by Zapieror swap with your favorite app
2.Pauses to finalize associations
Integrate Delay by Zapier and timing controls to wait for 6 seconds before checking associations.
Delay by Zapieror swap with your favorite app
3.Finds contact associations
Integrate HubSpot and contact lookup tools to find association contact IDs using the mapped deal identifier.
HubSpotor swap with your favorite app
4.Creates follow-up deal record
Integrate HubSpot and deal pipeline tools to create a new deal in the configured pipeline and stage.
5.Loops through contact IDs
Integrate Looping by Zapier and iteration logic to loop each associated contact ID for association creation.
Looping by Zapieror swap with your favorite app
6.Creates deal to contact association
Integrate HubSpot and relationship mapping tools to create an association linking the new deal to each contact.
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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 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.
Raphael Bochner, Founder and CIO
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Rishi Shah, CEO and Co-Founder
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