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HubSpot
HubSpot
1. Choose trigger event
OnboardMe
OnboardMe
2. Choose action
1. Select the event
Setup
Test
HubSpot
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Company" from HubSpot.
Add your action
An action happens after the trigger—such as "Create AML Check" in OnboardMe.
You’re connected!
Zapier seamlessly connects HubSpot and OnboardMe, automating your workflow.
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.
Create a new record or update an existing record in your app.
Bill ID
Required
Email Addresses
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Client Key
Required
Client Contact ID
Required
First Name
Surname
Email
Mobile
Telephone
Position
Salutation
Addressee
Primary Contact
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Deal Name
Required
Client Key
Group Code
Status
Source
Value
Note Subject
Note Text
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Deal
Required
Deal Name
Status
Source
Value
Move to Client Key
Move to Group Code
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Bill ID
Required
Note
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
eForm Key
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
eForm Template
Required
More Templates (Stack)
eForm Name
Client Key
Recipient Name
Recipient Email
Recipient Mobile
Also Send by SMS
Email Subject
Email Content
Pre-fill Merge Fields
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
eForm Key
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Client type
Required
Client Status
Required
Client Code
Client Name / Company Name
Required
Middle Name
Client Surname
Client Initials
Client Birth Date
Place of Birth
Client Email
Required
Client Telephone
Client Mobile
Client Tax Number
Tax Number Not Required
Client Sales Tax Number
Client Company Number
Client Identity Number
Client Gender
Client Note
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Client Name
Required
Client Email
Required
Client Mobile
Required
Include AML Check
Skip Sending Verification Email
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Entity Type
Required
First Name / Company Name
Required
Surname
Middle Name
Initials
Email
Mobile
Telephone
Lead Status
Lead Source
Lead Value
Note Subject
Note
External System ID
Client Code
Date of Birth
Incorporation Date
Tax Number
Tax Number Not Required
Sales Tax Number
Company Number
ID Number
Client Note
Physical Address Line 1
Physical Address Line 2
Physical City / Suburb
Physical State / Region
Physical Postcode
Physical Country
Postal Address Line 1
Postal Address Line 2
Postal City / Suburb
Postal State / Region
Postal Postcode
Postal Country
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Lead Key
Required
Note Subject
Note
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Office
Required
Office Name
Office Code
Address Line 1
Address Line 2
City
State
Postcode
Country
Telephone
Email
Reactivate Office
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Onboarding Key
Required
Staff Member
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Staff Member
Required
Send Now
Required
Recipient First Name
Recipient Surname
Recipient Email
Required
Recipient Mobile
Also Send by SMS
Client Key
Client Type
Name
Surname
Email
Mobile
Client Code
Require Tax Details
Verify Identity
Verification Method
Documents to Request
Request Accounting File Access
Accounting File Invite Name
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Onboarding Key
Required
Onboarding Client ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Onboarding Key
Required
Staff Member
Required
Pause Reminders
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Onboarding Key
Required
Recipient Key
Required
Staff Member
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Onboarding Key
Required
Staff Member
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Client Key
Required
Open On
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Proposal Key
Required
Staff Member
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Client Key
Required
Staff Member
Required
Proposal Name
Required
Service
Required
Quantity
Price
Tax %
Discount %
Discount Amount
Package Number
Optional Service
Service Description
Send Immediately
Signatory First Name
Signatory Surname
Signatory Email
Signatory Mobile
Package Option Number
Package Name
Package Price
Package Description
Popular Package
Create Billing from Services
When to Bill
Billing Package Number
Bill Date
Bill Due Date
Email Bills to Client
Use Recurring Schedules
Start Date
End Date
Start on Acceptance
Engagement Length
Currency
Expiry Date
Terms and Conditions
Reference Number
Welcome Message
Email Subject
Email Content
Also Send by SMS
Collect Payment Details
Payment Method Type
Verify Client Identity
Verification Method
Include Customer Due Diligence
eForm
Practice Signatory
Requires Approval
Approver
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Proposal Key
Required
Staff Member
Required
Proposal Name
Start Date
End Date
Start on Acceptance
Engagement Length
Currency
Expiry Date
Terms and Conditions
Welcome Message
Email Subject
Email Content
Popular Package
Also Send by SMS
Collect Payment Details
Payment Method Type
Include Customer Due Diligence
Practice Signatory
Requires Approval
Approver
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Proposal Key
Required
Staff Member
Required
Package Chosen
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Proposal Key
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Proposal Key
Required
Staff Member
Required
Signatories
Pricing
Increase %
Send Immediately
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Proposal Key
Required
Staff Member
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Statement ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
User
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
User
Required
First Name
Last Name
Mobile Number
Meeting Link
Role
Office
Deactivated
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Name
Middle Name
Surname
Email
Last Updated
Action
This is an event a Zap performs.
Search
Find existing data in your app
Client Key
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Deal ID
Deal Name
Client Key
Group Code
Status
Source
Include Lost Deals
Action
This is an event a Zap performs.
Search
Find existing data in your app
Group Name
Group Code
Include Inactive Groups
Include Members
Action
This is an event a Zap performs.
Search
Find existing data in your app
Office ID
Office Name
Office Code
Include Inactive Offices
Action
This is an event a Zap performs.
Search
Find existing data in your app
Onboarding Key
Search Text
Status
Assigned User ID
Exclude Completed
Action
This is an event a Zap performs.
Search
Find existing data in your app
Payment ID
Client Key
Search Text
Payment Status
Payment Method
Payment Date From
Payment Date To
Action
This is an event a Zap performs.
Search
Find existing data in your app
Proposal Key
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Client Key
Statement ID
Action
This is an event a Zap performs.
Search
Find existing data in your app
For AI agents & developers
Use HubSpot and OnboardMe with AI agents and code
Beyond Zap workflows. Call HubSpot and OnboardMe actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose HubSpot and OnboardMe actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Update Contact Subscription Preferences
Create AML Check
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Connect HubSpot and OnboardMe to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
Create more impactful campaigns with automation
Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
Provide world-class support with a little help from automation
Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
Automate your way to actionable, up-to-date data
The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
Resolve incidents faster with automation
Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
Learn how to automate HubSpot on the Zapier blog
Make work flow with AI
Level up your HubSpot to OnboardMe integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
