{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/190bfe99f9864c94967276b694eedfb7\" frameborder=\"0\" width=\"1662\" height=\"1246\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1246,"width":1662,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1246,"thumbnail_width":1662,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/190bfe99f9864c94967276b694eedfb7-a3141a697dff5fbd.gif","duration":213.299,"title":"Example of Creating a Zap from YouLi to a CRM when a Payment is Made","description":"This Loom explains how to set up Zapier automations using Yuli to update a CRM when payments occur. It walks through creating a new zap with a Yuli trigger for new payments on a trip, then connecting to a HubSpot CRM account and choosing an action like creating or updating records. The video shows testing with the most recent payment record, mapping required fields such as email and optionally phone number, and verifying the contact is created in HubSpot. It also demonstrates adding a follow up engagement by creating a task assigned to a team member, then publishing the automation to update the CRM when payments happen."}