Disclaimer: if you want to replicate the below zaps, you’ll need a paid version of Zapier so that you can use multi-step zaps.
In this example, we are going to create two Zaps - one to create a client in Ignition when lead in Hubspot is moved to a specific deal stage, and a second Zap to update the deal in Hubspot when the Proposal is signed in Ignition.
Zap #1 - Create client in Ignition when lead in Hubspot is moved to a specific deal stage
Get a head start with this pre-made Zapier template (click the image below):
This Zap uses the following 3 apps
How this Zap works
Connect your HubSpot account in Zapier
Find Associations in Hubspot - company
Find Company in Hubspot
Find Associations in Hubspot - contact
Find contact in HubSpot
Create client in Ignition
See all the steps in action in this short video:
Zap #2 - Update the deal in Hubspot when a Proposal is signed in Ignition
Get a head start with this pre-made Zapier template (click the image below):
This Zap uses the following 3 apps
How this Zap works
Proposal is accepted in Ignition
Find the corresponding deal in HubSpot
Update the deal in HubSpot
Create a new row entry in your Google Sheets CRM - *this is an optional step if you want create a backup of the proposal/deal
See all the steps in action in this short video:
*It’s important to note that the update deal Zap is not yet supported in the New Proposal Editor, but will work for Classic proposals in Ignition.
Need some help?
We'd love to help you get this zap up and running. Please reach out to your account manager, or if you aren't sure who your account manager is, please email us at support@ignitionapp.com
Happy zapping! 🚀