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 Practice 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 Practice Ignition.

Zap #1 - Create client in PI 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

HubSpot

Formatter by Zapier

Practice Ignition

How this Zap works

  1. Connect your HubSpot account in Zapier

  2. Use the Formatter by Zapier to convert the Deal Owner ID in HubSpot to an email address used in Practice Ignition - *this is an optional step but it will allow you to set the deal owner in HubSport as the client manager in PI

  3. Find the company in HubSpot

  4. Find the contact in HubSpot

  5. Create the client in Practice Ignition

See all the steps in action in this short video:


Zap #2 - Update the deal in Hubspot when a Proposal is signed in Practice Ignition

Get a head start with this pre-made Zapier template (click the image below):

This Zap uses the following 3 apps

HubSpot

Practice Ignition

Google Sheets

How this Zap works

  1. Proposal is accepted in Practice Ignition

  2. Find the corresponding deal in HubSpot

  3. Update the deal in HubSpot

  4. 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 Practice 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 [email protected]

Happy zapping! 🚀

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