Zapier

[DAndrione]

Good morning guys

Is there a way to create a zapier which a deal moved to opportunity trigger?
A trigger on deal status change exist but not a trigger on the specific stage if changed.
Any help?

[Kevin-C · Accepted solution]

@DAndrione @Jnix284 and anyone finding this at a later date:
A useful tip, most iPaaS solutions are nothing more than a UI on top of AWS features like step function or even a simple Heroku app (sounds so simple doesn't it lol). When an error is thrown and not handled it will almost inevitably crash it's container because there just aren't instructions for the program to move from an error back to BAU.

Zapier introduced the Zap Error handling beta ealier this year and in theory this is how we would handle errors thrown within a zap and prevent crashes. This sounds positive but it's been 12 years since zapier launched and we're just getting this beta so I'm not holding my breath lol.

[RubenBurdin · Accepted solution]

Hi  @DAndrione 

In 2025 the cleanest way to handle this inside HubSpot is still through workflows, since they let you branch directly on dealstage without needing Zapier in the middle (https://knowledge.hubspot.com/workflows/choose-your-workflow-actions )

You can build the exact logic you want: “when deal moves to Opportunity, then do X.” That keeps it native, avoids extra cost, and prevents the flakiness people here already pointed out about Zapier.

If you absolutely must use Zapier, the workaround is to trigger on any dealstage change and then add a filter step for the exact stage you want. It’s not as elegant, but it works. The limitation is Zapier’s reliability Zaps do sometimes shut off silently, and like Kevin mentioned, it’s really just a thin wrapper around a hosted container.

That’s where problems often surface, the same way Heroku apps go down when the container crashes. For setups that need rock-solid triggers across HubSpot and other systems, Stacksync handles those events differently: it runs true two-way sync with event-level logging and retries built-in. That way, “deal moved to Opportunity” doesn’t just fire once, it’s tracked, synced, and mirrored across your connected tools without the silent drop-offs Zapier or Heroku apps suffer.

Hope that clears it up.

[Kevin-C]

Hey @DAndrione 

I would suggest using the branching logic via Paths.

Your logic might look like:

1) Trigger on deal stage change

2) (branch) if dealstage equals "X" do "Y"

3) (branch/default) else do "Z" etc

@Jnix284 's suggestion would also be a great solution and remove the need for zapier (in most cases) if your portal has them.

With distributed systems using iPaas tools like Zapier are extremely common as you know, but if you do not need to use multiple systems DON'T. K.I.S.S if you will.

Finally some unsolicited perspective: in my experience zapier can be unreliable and turn off without warning. I tend to avoid IPaas tools unless absolutely necessary!

[Jnix284]

@Kevin-C thanks for sharing the Zap solution - I'm very anti-zap for reasons you've described, it shuts off at will and often can't do what it says can be done.

[Kevin-C · Accepted solution]

@DAndrione @Jnix284 and anyone finding this at a later date:
A useful tip, most iPaaS solutions are nothing more than a UI on top of AWS features like step function or even a simple Heroku app (sounds so simple doesn't it lol). When an error is thrown and not handled it will almost inevitably crash it's container because there just aren't instructions for the program to move from an error back to BAU.

Zapier introduced the Zap Error handling beta ealier this year and in theory this is how we would handle errors thrown within a zap and prevent crashes. This sounds positive but it's been 12 years since zapier launched and we're just getting this beta so I'm not holding my breath lol.

[Jnix284]

Thanks for the additional insight @Kevin-C, I'm not very hopeful on the beta... 

[Jnix284]

Hi @DAndrione can you share more about what you want to happen when the specific stage is triggered? It sounds like using a workflow would satisfy the trigger need without having to use Zapier.