1.Detects deal stage updates
Integrate HubSpot and CRM workflow tools to detect deal stage updated events so you can start downstream client updates.
Create client record and notify teams on close
Automatically monitor deal stage updates across HubSpot and CRM workflows. Create client records and notify bookkeeping and ops teams when deals closeβso you can start invoicing and onboarding without manual coordination.
How this automation accelerates client onboarding
When deal stage updates are missed after closure, billing and onboarding can stall. This automation captures closed-deal signals and creates client records and posts team notificationsβso your team can act immediately.
HubSpotor swap with your favorite app
2.Creates client record
Integrate Airtable, contact databases, and mapping fields to create a client record so onboarding data is ready for teams.
Airtableor swap with your favorite app
3.Posts bookkeeping handoff
Integrate Slack and team messaging tools to post bookkeeping details so billing staff can start invoicing.
Slackor swap with your favorite app
4.Posts ops onboarding message
Integrate Slack and team messaging tools to post ops or wins handoff details so program coordinators begin onboarding.
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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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Allen Lai, Head of Customer Experience
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