Zapier Integration between HubSpot and our internal tool

Goal:

To build Zapier Integration that can integrate HubSpot and our internal software to reduce the data entry and increase the visibility and efficiency of the sales pipeline.

Key Objectives:

  1. Feed deal details from HubSpot to External tool to eliminate duplicity of efforts.

  2. Share a followup on task with the Deal Owner and after a specific time, highlight it to the higher authority in the form of an email.

  3. Trigger a feedback email to the customer when a deal reaches a particular stage and record the received feedback against that deal in HubSpot as well as in the tool.

  4. Trigger an email to finance when a deal reaches a particular stage and share the deal details with Finance.

  5. Auto-generate an invoice when a deal reaches a specific stage and share it either with the customer directly or with the person assigned by the Deal Owner.

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