1.Detect deal entering stage
Integrate HubSpot and CRM context tools to detect new deals entering a configured stage and start the onboarding flow.
Create onboarding task card for new closed deals
Automatically monitor new deals entering your configured stage across HubSpot. Create and update onboarding cards and checklists, and notify your team when deals get marked won, when deals enter onboarding stage, or when deal stage changesβso you can start onboarding fast without manual card setup.
How this automation creates onboarding cards quickly
When a won deal enters your configured stage, onboarding can stall and handoffs get missed. This automation looks up contact context, formats dates, and creates Trello onboarding cards with checklists while notifying your teamβso you can act immediately.
HubSpotor swap with your favorite app
2.Find associated contact
Integrate HubSpot and contact lookup tools to find associated contact records and pull contact details and analytics.
3.Format dates for the card
Integrate Formatter by Zapier and date tools to format deal close and contact create timestamps into readable date fields.
Formatter by Zapieror swap with your favorite app
4.Create Trello onboarding card
Integrate Trello and task card tools to create a card in your onboarding list and populate the description with details.
Trelloor swap with your favorite app
5.Add role-based checklists
Integrate Trello and checklist tools to add Onboarder and Backoffice checklists and populate required handoff tasks.
6.Send onboarding message
Integrate Slack and team notification tools to post a message with the contact name and card URL for owners to start work.
Slackor swap with your favorite app
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Add closed-won clients to community and send welcome email
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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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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