1.Detect deal stage updates
Integrate HubSpot, CRM tools, and onboarding dashboards to detect deals marked won and trigger the reminder workflow.
Send onboarding reminders to new customers and reps
Automatically monitor deal stage updates in HubSpot across Customer onboarding tools. Send reminder emails and update reminder flags when deals are wonβso you can reach admins and reps at 3, 6, and 9 days without manual follow-up or duplicate runs.
How this automation accelerates onboarding follow-up
When a deal is marked won, stalled onboarding can delay training and slow handoffs. This automation retrieves deal details, finds pre launch form links, filters qualified records, then sends reminder emails and updates a reminder flagβso your team can act fast without duplicate follow-up.
HubSpotor swap with your favorite app
2.Retrieve deal details
Integrate HubSpot and CRM data sources to retrieve deal ID details and map admin contacts to the reminder flow.
3.Lookup pre launch form URL
Integrate Google Sheets, spreadsheets, and lookup tables to map the deal ID to the pre launch form URL.
Google Sheetsor swap with your favorite app
4.Filter qualified onboarding deals
Integrate Zapier and workflow rules to continue only when onboarding is incomplete and thresholds are met.
Email by Zapieror swap with your favorite app
5.Generate reminder cadence
Integrate Looping by Zapier and automation timing tools to generate reminder iterations like 3, 6, and 9 days.
Looping by Zapieror swap with your favorite app
6.Pause between reminder sends
Integrate Delay by Zapier and scheduling tools to pause each iteration until its mapped delay day arrives.
Delay by Zapieror swap with your favorite app
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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.
Raphael Bochner, Founder and CIO
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Rishi Shah, CEO and Co-Founder
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