Zapier Pipeline Automation

Apps Third-Party Apps
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Hi all

I have the hubspot sales starter package and we are just too small to move to professional. We still have a lot of clients though and I need to automate some processes that Hubspot starter wont allow. I have connected Zapier and I have the paid version. I have managed with some Zaps but some Zaps just don’t work… particularly my Zap to Create a New Deal in my Renewals Pipeline when New Deals close that are not Training or Services deals. My Zap is set out as follows: Deal Property Change (Deal Stage) - Filters (Deal matches Deal Closed and Deals that Dont have Services and Training in the Deal Name) - then Creates Deal in Renewals Pipeline - it says its published but nothing happens with my test deals… Any advice on what I am doing wrong please?

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Zapier can definitely automate moving deals between pipeline stages in HubSpot—I’ve done it before and it works pretty smoothly. Basically, you’ll set up a Zap triggered by whatever event makes sense (like a form submission, calendar booking, or status change in another app), and then use the HubSpot “Update Deal” action to adjust the pipeline stage. Just make sure you’re mapping deal IDs correctly so Zapier knows exactly which deal to update.

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Thanks for your reply - I am looking for the closed won deal to stay in the closed won new deal pipeline but to automatically create the same deal in the renewals pipeline?

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Hi @CAllen99 , I hear you.

On HubSpot Starter you don’t get workflow-based cross-pipeline automations, so Zapier is usually the workaround. The main snag with your setup is that Zapier can’t “clone” a deal across pipelines out of the box it only updates the same record.

To get a new record in the Renewals pipeline you’ll want to use the HubSpot > Create Deal action instead of Update, and be sure you’re passing over the right Deal ID context plus any required fields like pipeline and stage.

Sometimes the filter logic also fails silently if deal names have extra spaces or case mismatches, so testing with clean sample deals helps.

One more tip: HubSpot’s docs on deal pipelines and Zapier deal actions are useful to double-check field requirements

(Set up and manage object pipelines)

(HubSpot Integrations | Connect Your Apps with Zapier)

Now, since you’re basically trying to keep two pipelines in sync, this is exactly where Zapier can get fragile missing a field, rate limits, or retries and the automation breaks quietly.

That’s why we built Stacksync: it handles HubSpot object syncs in real time with built-in retries, filters (like excluding Services/Training deals), and custom mapping between pipelines.

Instead of juggling Zaps, you set the rules once and every closed-won deal is mirrored into Renewals automatically, no scripts to maintain. We see teams cut their integration maintenance time by 40% this way.

If you’d like, I can walk you through a quick pilot just to show how it looks in practice.

Hope this helps.