1.Find or create contact
Integrate HubSpot and CRM records to find or create matching contacts based on the closed stage deal.
Create onboarding kit and notify team for new clients
Automatically monitor deals as their stage updates in HubSpot across ActiveCampaign, Google Drive, Google Docs, Slack, and Circle. Create and update when deals hit the configured closed stageβso you can build onboarding kits, enroll contacts, and notify your team without manual onboarding.
How this automation provisions your onboarding kits
When a deal stage updates in HubSpot, delays can stall customer onboarding and teams miss same-day readiness. This automation finds or creates contacts, enrolls them, provisions client folders and starter documents, and notifies delivery teamsβso your team can launch onboarding fast.
HubSpotor swap with your favorite app
2.Subscribe and enroll contact
Integrate ActiveCampaign and marketing automation to add the contact to the configured marketing list and onboarding flow.
ActiveCampaignor swap with your favorite app
3.Create client folder
Integrate Google Drive and file organization tools to create a client folder in your configured parent folder.
Google Driveor swap with your favorite app
4.Create documents from templates
Integrate Google Docs and template tools to generate starter documents and populate placeholders with client data.
Google Docsor swap with your favorite app
5.Notify onboarding channel
Integrate Slack and collaboration tools to post links to the folder and documents with next-step checklist items.
Slackor swap with your favorite app
6.Invite contact to community
Integrate Circle and community spaces to invite the contact and deliver onboarding access details by email.
Circleor swap with your favorite app
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Explore all onboarding workflow management automations
Accelerate customer onboarding with automated kickoff routing, task assignment, and milestone tracking
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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
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.
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