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Zapier: Updating Opportunity Stage in Hubspot
Zapier: Updating Opportunity Stage in Hubspot

Steps for using Zapier to update an opportunity stage from InvestNext to Hubspot.

Alan Mohan avatar
Written by Alan Mohan
Updated over a year ago

Intro

This trigger is executed when the pipeline stage for a given opportunity gets updated in the InvestNext platform.

For example:

  1. Investor Alan Turing submits a soft commitment on the investor portal. On the sponsor side, a new opportunity is created for Alan Turing in the Prospect pipeline stage.

  2. A few days later, Alan Turing comes back to the portal and funds their commitment. InvestNext will automatically move the opportunity to the Funded pipeline stage.

If that all sounds good, let's move on to the configuration and Zapier setup.

InvestNext and HubSpot Configuration

Step 1 of Configuration. Create a custom property on the Deal object in HubSpot

  • (1a) Navigate to Deals

  • (1b) Click "Actions" and select "Edit Properties"

  • (1c) Click "Create Property"

  • (1d) Fill out the information as noted below. It's recommended that a Description is also added for future user references.

Step 2 of Configuration. Adding "HubSpot Pipeline ID" to InvestNext Pipeline

  • (2a) Navigate to Deals: Click "Actions" and select "Edit Properties"

  • (2b) Click "Go to deal settings"

  • (2c) Click on "Pipelines"

  • (2d) We've nearly completed the configuration! Now we're going to be copying values from HubSpot to InvestNext. This will allow the Zap to find the necessary values in HubSpot when the Opportunity Stage is updated within InvestNext.

  • (2e) Now that we have the Pipeline Internal ID, navigate to InvestNext Pipeline Settings.

  • (2f) Click on Properties

  • (2g) Paste the Hubspot Internal ID copied in the above step (2d) into the External ID field. Click Save!

Step 3 of Configuration. Adding "HubSpot Stage ID" to InvestNext Pipeline Stages

  • (3a) Remaining in the same area of HubSpot, copy the "Stage ID"

  • (3b) Find the corresponding stage in the InvestNext Pipeline. Click the ellipsis (3 dots) and select "Edit Stage ID"

  • Paste the Hubspot Internal Stage ID copied in the above step (3a) into the External ID field. Click Save!

Note: Repeat Step 3 of Stage Configuration for any additional pipeline stages you've set up.

Congratulations on getting this far! The configuration between HubSpot and InvestNext is now setup. We're ready to create the Zap!

Zapier Setup

  1. Create a new Zap and select InvestNext as the Trigger

  2. From the Event dropdown select Updated Opportunity Stage

3. Authenticate with your InvestNext account

4. Test the trigger. You should now see something similar to the screenshot below.

Note that the trigger provides the following data:

  • id

  • name

  • expected_amount

  • state

  • primary_contact__email

  • capital_raise__target_date

  • capital_raise__title

  • pipeline__external_id

  • pipeline_stage__external_id

5. Add the Hubspot Action "Find Deal"

6. Configure the find deal fields

  • Under "First search property" we are looking for investnext_external_id

  • Under "First search property value" we are looking for ID

Reference the screenshot below

7. Scroll down and check the box for "Create HubSpot Deal if it doesn't exist yet?"

  • Configure the Name, Deal Pipeline, and Deal Stage according to the screenshot below.

8. Skip Test trigger

9. We're almost there! Next, you're going to want to add an additional HubSpot trigger called "Update Deal"

10. Wire up Update Deal Fields

11. Skip tests

  • You should now have the Object ID, Deal Pipeline, and Deal Stage fields configured

Next, Skip tests and Publish!

In summary, this Zap consists of the following 3 steps (screenshot below):

  1. Trigger: Updated Opportunity Stage in InvestNext

  2. Action: Find Deal in HubSpot

  3. Action: Update Deal in Hubspot

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