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Question

Updating Sales Navigator account lists based on HubSpot client status

  • January 19, 2025
  • 2 replies
  • 18 views
M

Hi there!

 

My first post on the community. 

 

I am trying to find away to update Sales Navigator account lists based on when a company becomes a client in HubSpot, or when a company enters our pipeline. Is this possible - has anyone does this before?

 

I want to so this so that when I run a lead search by job title, I can filter out our existing clients and those we’re already speaking to. I can do an initial CSV upload, but companies come in and out of the pipeline all the time so I’m trying to find a way to solve for this.

 

Matt 

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

2 replies

DavidLGS
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  • DavidLGSZapier Solution Partner
  • Zapier Solution Partner
  • January 19, 2025

It depends on how you mark a Hubspot contact as a customer. But whatever method you use, contact properties, lead cycles, deal stages, etc., that would be the trigger of your zap. 
 

Different trigger events will include different data so if what you need isn’t included, you may need additional lookup steps after the trigger. 
 

Once you have it all, then you can finally update your Sales Navigator. 

Zapier's my jam
JammerS
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  • JammerSZapier Staff
  • Zapier Staff
  • January 23, 2025

Hi ​@Matt Johnson,


 
We just wanted to see how everything is going with your Zap. Feel free to reach out if you need further assistance with your Zap. We're glad to address any concerns and assist you.
 
We're looking forward to your response.

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