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Client Hub Integrations

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Put Client Hub to work with AI and enterprise-grade automation

Automate smarter with Client Hub and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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Or pick an app to pair with
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Integrate Botkeeper with Client HubIntegrate Botkeeper with Client Hub
Botkeeper
Accounting
Integrate Facebook Lead Ads with Client HubIntegrate Facebook Lead Ads with Client Hub
Facebook Lead Ads
Ads & Conversion, Facebook
Integrate Airtable with Client HubIntegrate Airtable with Client Hub
Airtable
Databases
Integrate ClickUp with Client HubIntegrate ClickUp with Client Hub
ClickUp
Project Management
Integrate Calendly with Client HubIntegrate Calendly with Client Hub
Calendly
Scheduling & Booking
Integrate Asana with Client HubIntegrate Asana with Client Hub
Asana
Project Management
Integrate ActiveCampaign with Client HubIntegrate ActiveCampaign with Client Hub
ActiveCampaign
Marketing Automation
Integrate Brevo with Client HubIntegrate Brevo with Client Hub
Brevo
Email Newsletters
Integrate Wave with Client HubIntegrate Wave with Client Hub
Wave
Accounting
Integrate Botkeeper with Client HubIntegrate Botkeeper with Client Hub
Botkeeper
Accounting
Integrate Facebook Lead Ads with Client HubIntegrate Facebook Lead Ads with Client Hub
Facebook Lead Ads
Ads & Conversion, Facebook
Integrate Airtable with Client HubIntegrate Airtable with Client Hub
Airtable
Databases
Integrate ClickUp with Client HubIntegrate ClickUp with Client Hub
ClickUp
Project Management
Integrate Calendly with Client HubIntegrate Calendly with Client Hub
Calendly
Scheduling & Booking
Integrate Asana with Client HubIntegrate Asana with Client Hub
Asana
Project Management
Integrate Botkeeper with Client HubIntegrate Botkeeper with Client Hub
Botkeeper
Accounting
Integrate Facebook Lead Ads with Client HubIntegrate Facebook Lead Ads with Client Hub
Facebook Lead Ads
Ads & Conversion, Facebook
Integrate Airtable with Client HubIntegrate Airtable with Client Hub
Airtable
Databases
Integrate ClickUp with Client HubIntegrate ClickUp with Client Hub
ClickUp
Project Management
Integrate Calendly with Client HubIntegrate Calendly with Client Hub
Calendly
Scheduling & Booking
Integrate Asana with Client HubIntegrate Asana with Client Hub
Asana
Project Management
Integrate ActiveCampaign with Client HubIntegrate ActiveCampaign with Client Hub
ActiveCampaign
Marketing Automation
Integrate Brevo with Client HubIntegrate Brevo with Client Hub
Brevo
Email Newsletters
Integrate Wave with Client HubIntegrate Wave with Client Hub
Wave
Accounting

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Launch your first automated workflow

  • Create new client companies in Client Hub for signed contracts in Dubsado

    • Dubsado logo
    • Client Hub logo
    Dubsado + Client Hub
  • Create new Client Hub companies from Jotform submissions

    • Jotform logo
    • Client Hub logo
    Jotform + Client Hub
  • Create new client companies in Client Hub from new Ninja Forms submissions

    • Ninja Forms logo
    • Client Hub logo
    Ninja Forms + Client Hub
  • Create new client companies in Client Hub from new Squarespace Forms form submissions

    • Squarespace Forms logo
    • Client Hub logo
    Squarespace Forms + Client Hub
  • Create new client companies in Client Hub from new Instapage form submissions

    • Instapage logo
    • Client Hub logo
    Instapage + Client Hub
  • Create new client companies in Client Hub from new leads in OptinMonster

    • OptinMonster logo
    • Client Hub logo
    OptinMonster + Client Hub
  • Create new client companies in Client Hub for signed contracts in Dubsado

    • Dubsado logo
    • Client Hub logo
    Dubsado + Client Hub
  • Create new Client Hub companies from Jotform submissions

    • Jotform logo
    • Client Hub logo
    Jotform + Client Hub
  • Create new client companies in Client Hub from new Ninja Forms submissions

    • Ninja Forms logo
    • Client Hub logo
    Ninja Forms + Client Hub
  • Create new client companies in Client Hub from new Squarespace Forms form submissions

    • Squarespace Forms logo
    • Client Hub logo
    Squarespace Forms + Client Hub
  • Create new client companies in Client Hub from new Instapage form submissions

    • Instapage logo
    • Client Hub logo
    Instapage + Client Hub
  • Create new client companies in Client Hub from new leads in OptinMonster

    • OptinMonster logo
    • Client Hub logo
    OptinMonster + Client Hub
  • Create client companies in Client Hub from new Outgrow leads

    • Outgrow logo
    • Client Hub logo
    Outgrow + Client Hub
  • Create client companies in Client Hub from new Qualtrics survey responses

    • Qualtrics logo
    • Client Hub logo
    Qualtrics + Client Hub
  • Create new Client Hub client companies from new or updated rows in Google Sheets

    • Google Sheets logo
    • Client Hub logo
    Google Sheets + Client Hub
  • Create new Client Hub companies from new Dropbox files in folders

    • Dropbox logo
    • Client Hub logo
    Dropbox + Client Hub
  • Create new client companies in Client Hub from new contacts in Keap

    • Keap logo
    • Client Hub logo
    Keap + Client Hub
  • Create new Client Hub companies from approved Anchor proposals

    • Anchor logo
    • Client Hub logo
    Anchor + Client Hub
    • Create client companies in Client Hub from new Outgrow leads

      • Outgrow logo
      • Client Hub logo
      Outgrow + Client Hub
    • Create client companies in Client Hub from new Qualtrics survey responses

      • Qualtrics logo
      • Client Hub logo
      Qualtrics + Client Hub
    • Create new Client Hub client companies from new or updated rows in Google Sheets

      • Google Sheets logo
      • Client Hub logo
      Google Sheets + Client Hub
    • Create new Client Hub companies from new Dropbox files in folders

      • Dropbox logo
      • Client Hub logo
      Dropbox + Client Hub
    • Create new client companies in Client Hub from new contacts in Keap

      • Keap logo
      • Client Hub logo
      Keap + Client Hub
    • Create new Client Hub companies from approved Anchor proposals

      • Anchor logo
      • Client Hub logo
      Anchor + Client Hub

    Supported triggers and actions

    Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

      • Primary Client User Email
      Trigger
      Polling
      Try It
      • Company Name
        Required
      Action
      Write
      • Company
        Required
      • Template
        Required
      Action
      Write
      • Owner Email
      • Workspace Name
      Action
      Search
    • Client Hub triggers, actions, and search
      New Job Template Added

      Triggers when a new Job Template is added

      Trigger
      Polling
      Try It
      • Company
        Required
      • Email
        Required
      • Client Name
        Required
      Action
      Write
      • Job Template Name
      Action
      Search

    For builders

    Let your AI safely access Client Hub

    Go beyond Zap workflows. Install Zapier in your AI to call Client Hub actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

    No code

    Call actions in natural language with Zapier MCP

    Act in Client Hub from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

    Example actions on this page

    • Create Client Company
    • Invite Client User

    Works with

    Claude · ChatGPT · Cursor · Any MCP-compatible AI

    Install Zapier MCP
    Code

    Work in code with the Zapier SDK

    Expose Client Hub actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

    Install

    npm install @zapier/zapier-sdk
    npm install -D @zapier/zapier-sdk-cli
    zapier-sdk login
    # create a Client Hub connection @ https://zapier.com/app/assets/connections

    Run an action

    // Typescript
    import { createZapierSdk } from "@zapier/zapier-sdk";
    
    const zapier = createZapierSdk();
    
    const { data: connection } = await zapier.findFirstConnection({ app: "client-hub", owner: "me" });
    
    await zapier.runAction({
      app: 'client-hub',
      action: 'create_company',
      connection: connection.id,
      input: {
        {inputKeyValuePairs}
      },
    });
    Open the SDK docs

    Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

    Client Hub Help & Support

    Common questions

    client-hub logo
    About Client Hub
    Client Hub is a modern workflow platform with client experience built-in, offering an amazing client collaboration experience.
    Related categories

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