Loading

Client Hub + OptinMonster

Create new client companies in Client Hub from new leads in OptinMonster

Effortlessly manage your new leads from OptinMonster by setting up this automation to create new client companies in Client Hub. With this workflow in place, every time a new lead is captured in OptinMonster, a corresponding client company will be created in Client Hub, streamlining your onboarding process and helping you stay organized and up to date with your growing client base.

Effortlessly manage your new leads from OptinMonster by setting up this automation to create new client companies in Client Hub. With this workflow in place, every time a new lead is captured in OptinMonster, a corresponding client company will be created in Client Hub, streamlining your onboarding process and helping you stay organized and up to date with your growing client base.

  1. When this happens...
    OptinMonsterOptinMonster
    New Lead

    Triggers when a new lead is added to a campaign.

    TriggerInstant
  2. automatically do this!
    Client HubClient Hub
    Create New Client Company

    Creates a new Client Company

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
    • CampaignRequired

    • Integration Display Name

    Trigger
    Instant
    Try It
    • Company NameRequired

    Action
    Write
  • Client Hub triggers, actions, and search

    Get Client Companies

    Triggers when a new client company is added.

    Trigger
    Scheduled
    Try It
client-hub logo
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

  • Communication
optinmonster logo
optinmonster logo

About OptinMonster

Powerful lead generation software that converts abandoning visitors into subscribers with dynamic marketing tools and Exit Intent® technology.
Learn moreHelp

Related categories

Similar apps

Sumo integrationsSumo integrations

Sumo

Ads & Conversion
Hello Bar integrationsHello Bar integrations

Hello Bar

Marketing Automation
Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier