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Update CRM deals from conversation changes in minutes

Automatically monitor updated database items in Notion and map them to HubSpot deal fields across Notion and HubSpot. Create and update when record edits, status changes, or next-step fields change—so you can refresh deal stages, update next steps, and notify the team without manual CRM updates.

How this automation protects your deal updates

When conversation records get edited but CRM fields do not, deal stages go stale and follow-up gets delayed. This automation maps Notion updates to HubSpot deals and sends Slack messages—so your team can act on accurate next steps.

  1. 1.Monitor updated database item

    Integrate Notion, CRM field mapping tools, and record matchers to map record titles and qualifying fields to deal update data.

    Notionor swap with your favorite app
  2. 2.Find matching deal by title

    Integrate HubSpot and CRM lookup tools to search deals by exact title and return the first matching deal for updating.

    HubSpotor swap with your favorite app
  3. 3.Update found deal fields

    Integrate HubSpot and CRM update workflows to map source fields to next-step, deal stage, and summary fields to update the deal.

    HubSpotor swap with your favorite app
  4. 4.Send channel update message

    Integrate Slack, team communication, and CRM link sharing to post a short summary with a record link and refreshed next-step details.

    Slackor swap with your favorite app

Automate your work, your way

Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.

3,4 millions d’entreprises nous font confiance

Calendly
Okta
Zendesk
Dropbox
Asana
Allstate
Airbnb
ActiveCampaign
Lyft
Webflow
Canva
Sysco
LA Clippers
Getaround
Grammarly
HelloFresh
Lululemon
Barry's
Hopper
Casper
Hudl
Miro
The New York Times
Ruggable
Calendly
Okta
Zendesk
Dropbox
Asana
Allstate
Airbnb
ActiveCampaign
Lyft
Webflow
Canva
Sysco
LA Clippers
Getaround
Grammarly
HelloFresh
Lululemon
Barry's
Hopper
Casper
Hudl
Miro
The New York Times
Ruggable

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Set up in minutes

Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.

  1. Étape 1

    Connect your tools

    Bring your apps together so information can move automatically between the tools your team already uses.

  2. Étape 2

    Define the trigger

    Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.

  3. Étape 3

    Automate and measure

    Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.

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Smart Charge America

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David Laderberg, VP of Sales

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Zapier nous aide à conclure bien plus que 50% plus d'offres que nous ne le ferions sans lui. Il s'agit d'un élément clé de notre stratégie globale et, par conséquent, de notre argumentaire de vente.

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