1.Detect deal stage updated
Integrate HubSpot and CRM tools to watch for deal stage updated events and trigger downstream onboarding actions.
Send onboarding email when deal reaches live stage
Automatically watch deal stage updated events across HubSpot. Automatically send personalized onboarding emails when deals enter your live stage, sale type matches, and excluded subscriptions are absentβso you can launch faster, reduce follow-up gaps, and keep messaging consistent without manual reporting.
How this automation accelerates onboarding follow-up
When deal stage updates do not immediately trigger onboarding, welcome emails get delayed or mis-personalized. This automation filters and prepares deal context, then sends a tracked Gmail onboarding emailβso your team can reach customers at the right moment.
HubSpotor swap with your favorite app
2.Filters qualifying deals
Integrate Filter by Zapier and data rules to continue only for sale type matches and excluded subscription checks.
Filter by Zapieror swap with your favorite app
3.Delays for CRM associations
Integrate Delay by Zapier and workflow timing to pause 2 minutes and allow CRM associations to settle.
Delay by Zapieror swap with your favorite app
4.Find associated company and contact
Integrate HubSpot and contact lookup to find the company and primary contact for the deal onboarding email.
5.Formats message content
Integrate Formatter by Zapier and personalization fields to format billing date and extract first name for the email.
Formatter by Zapieror swap with your favorite app
6.Searches and sends onboarding email
Integrate Gmail and email tracking to search recent subjects and send HTML onboarding to contact email with BCC.
Gmailor swap with your favorite app
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Explore all customer welcome sequences automations
Launch stronger customer onboarding with automated welcome emails, customer routing, and follow-up triggers
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
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.
Raphael Bochner, Founder and CIO
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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