1.Detect deal stage changed
Integrate HubSpot and CRM triggers to detect deal stage changes and trigger onboarding setup automatically.
Create onboarding project board and task cards for new clients
Automatically monitor deal stage changes in HubSpot across Trello, Formatter by Zapier, and Zapier Tables. Create and update when deals move to onboarding, deal stage updates, or company details refreshβso you can launch boards, calculate onboarding deadlines, and populate checklist cards without manual setup.
How this automation accelerates client onboarding delivery
When deal stage changes in HubSpot, delays can stall delivery planning and create extra onboarding setup work. This automation finds the associated company, creates Trello boards and cards, and logs board references in Zapier Tablesβso your team can start delivery immediately.
HubSpotor swap with your favorite app
2.Find associated company details
Integrate HubSpot and CRM lookups to retrieve company name and license fields to map deal to onboarding data.
3.Create board and onboarding lists
Integrate Trello and project board tools to create a new board with onboarding lists and default sections.
Trelloor swap with your favorite app
4.Format dates and calculate deadlines
Integrate Formatter by Zapier and date utilities to format license dates and calculate assessment due dates.
Formatter by Zapieror swap with your favorite app
5.Create cards with checklists
Integrate Trello and checklist templates to create onboarding cards, set due dates, and attach checklist items.
6.Create record linking board
Integrate Zapier Tables and relational storage to create a row linking the company reference to the new board.
Zapier Tablesor swap with your favorite app
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Accelerate client delivery with automated project intake, task assignment, and deadline alerts
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
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Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
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