Create Coordinate Project when Hubspot deal reaches a stage.
“When a hubspot deal reaches a stage and has at least one contact, create a project in Coordinate, apply a playbook and invite and assign tasks to the hubspot contact. The Coordinate manager will be set as the hubspot deal owner.
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created by Jud Gardner
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This Zap works in 5 steps …
Step 1 - Trigger
Anytime an updated deal stage is created in HubSpot