New for HubSpot CRM: Update Existing Companies and Deals

Ashley Hockney
Ashley Hockney / April 12, 2017

Data and information are constantly evolving. Now with your HubSpot CRM Zaps, you can make sure these changes are reflected in your CRM automatically. With two new Actions to this integration, you can automatically update companies and deals in HubSpot CRM with additional or new information.

Use in conjunction with the new Find Deal Search and pinpoint specific Companies and Deals that already exist in HubSpot CRM. Then use the Update Company or Update Deal Action to update information on autopilot. Pass information from your Trigger apps to these companies and deals with an automated workflow that means less admin work for you and your team.

What's New with HubSpot CRM

New Searches

  • Find Deal: Finds an existing Deal.

New Actions

  • Update Deal: Updates an existing deal.
  • Update Company: Updates an existing company.

How to Automate HubSpot CRM with Zapier

  1. Make sure you have a Zapier and a HubSpot CRM account

  2. Try some pre-made HubSpot integrations and learn more about how HubSpot CRM works

  3. Check out our HubSpot help documentation for details on connecting your account and setting up your first Zap

  4. Or login to build a custom workflow with HubSpot CRM and Zapier