1.Detect deal stage updates
Integrate HubSpot and CRM stage tracking to capture the updated onboarding stage and pull key deal details.
Create onboarding task when deal reaches onboarding stage
Automatically monitor deal stage updates across HubSpot and analytics tools. Create and update when deals move into the onboarding stage, when deal fields map correctly, or when contract links appearβso you can create onboarding tasks, assign owners, and include deal context without manual coordination.
How this automation creates onboarding task ownership
When a deal stage updates, onboarding teams can miss handoffs or lack the contract context needed to act. This automation pulls deal details, enriches ownership mapping, and builds onboarding intake tasks in Asanaβso your team can start work immediately.
HubSpotor swap with your favorite app
2.Map owner and entity codes
Integrate Formatter by Zapier and data enrichment tools to look up owner details and map entity codes to the right task owners.
Formatter by Zapieror swap with your favorite app
3.Select the onboarding template task
Integrate Asana and project templates to find the onboarding intake template task by name.
Asanaor swap with your favorite app
4.Duplicate template into a new task
Integrate Asana and task mapping tools to duplicate the template and set title, notes, and deal reference fields.
5.Add intake task and assign owner
Integrate Asana and onboarding project boards to place the new task in the onboarding intake section, assign the owner, and add the contract link.
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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
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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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