1.Runs daily schedule trigger
Integrate Schedule by Zapier to detect the daily run time and start the analytics workflow automatically.
Update deal records with daily campaign engagement metrics
Automatically run daily campaign engagement metrics across Google BigQuery and HubSpot. Update your CRM deals and add engagement notes when the schedule firesβso you can protect reporting consistency, keep deal context current, and avoid manual data cleanup without busywork.
How this automation updates deal records
When daily campaign engagement data arrives on schedule, stale deal context can slow follow-up. This automation runs SQL, formats and loops rows, updates HubSpot deal properties, and creates engagement notesβso your team can act on current signals.
Schedule by Zapieror swap with your favorite app
2.Runs SQL engagement query
Integrate Google BigQuery and analytics tools to run the SQL query and return campaign engagement rows.
Google BigQueryor swap with your favorite app
3.Formats engagement fields
Integrate Formatter by Zapier and data transformations to convert timestamps to ISO dates and normalize open rate percentages.
Formatter by Zapieror swap with your favorite app
4.Iterates query row results
Integrate Looping by Zapier and data mapping tools to loop over each row and expose iteration fields.
Looping by Zapieror swap with your favorite app
5.Updates matching deal records
Integrate HubSpot and CRM workflows to update deal properties by external order reference.
HubSpotor swap with your favorite app
6.Creates deal notes and associations
Integrate HubSpot and CRM note workflows to create a note linked to the deal and associate it to a company when available.
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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
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