Can I Automatically Create a Deal When Contact Lifecycle Stage Changes Using Zapier?

Question

Hi everyone,I’m new to HubSpot and trying to set up an automation where a new deal is automatically created when a contact’s lifecycle stage changes (e.g., from Lead to Opportunity).I’m currently using the free HubSpot CRM and exploring Zapier as a workaround since I don’t have access to custom workflows.Is it possible to trigger a Zap when the lifecycle stage changes?If yes, how can I set it up to automatically create a deal that’s associated with the contact, ideally in a specific pipeline and deal stage?Any advice or examples would be greatly appreciated. Thanks in advance!

Troy Tessalone · Answer

Hi ​@RoseBReview the available HubSpot triggers/actions and help links:https://zapier.com/apps/hubspot/integrations#triggers-and-actionshttps://zapier.com/apps/hubspot/integrations#helpUse these Zap steps:Trigger: HubSpot - New Contact Property ChangeOr try: HubSpot - New Contact in ListAction: HubSpot - Create DealAction: HubSpot - Create AssociationsAssociate the Contact ID to the Deal ID

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