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Lead Won in SPOTIO → Find/Create Contact in HubSpot → Create New Deal in HubSpot

“When you add a new lead into SPOTIO under your Won stage, you'll have the system automatically find the contact in HubSpot and create a New Deal for that specific contact. ”

Angela Lopezcreated by Angela Lopez
How Zapier works (57 sec)
How Zapier works (57 sec)
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Trusted at companies large and small

This Zap works in 6 steps …

  • Step 1 - Trigger

    Anytime a lead created or updated is created in Your App

  • Step 2 - Action

    Filter my data in Filter by Zapier

    2 notes from the creator …

    1. Angela LopezAngela Lopez (creator)This step will determine which SPOTIO Stage is considered your "Won." You can add more than one if needed.
    2. Angela LopezAngela Lopez (creator)Keep in mind, this also filters if the lead has an Email available or not, you can make that a required field on your SPOTIO Admin Account.
  • Step 3 - Action

    Find or create contact in HubSpot

  • Step 4 - Action

    Find associations in HubSpot

  • Step 5 - Action

    Create deal in HubSpot

  • Step 6 - Action

    Create associations in HubSpot

    • 3 minutes to set up
    • Get back 1.2 hrs /week
    • 10 people use this app pairing

    This Zap uses the following 3 apps

    • Spotio (1.18.16) logo
    • Filter by Zapier logo

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