⚡ Using Zapier with Client Hub

Zapier allows you to connect Client Hub with thousands of other apps to automate repetitive tasks and streamline your firm’s workflows.

With Zapier, you can automatically trigger actions in Client Hub when something happens in another system — or send Client Hub data to other tools in your tech stack.

🔄 How Zapier Works

Zapier automations are called Zaps.

Each Zap includes:

• Trigger — The event that starts the automation
• Action — What happens next

Example:

When a new client is added in your CRM (Trigger) → Create a Client in Client Hub (Action)

Or:

When a task is completed in Client Hub (Trigger) → Send a Slack notification (Action)

🔗 What the Client Hub Integration Supports

The Client Hub Zapier integration supports multiple triggers and actions, allowing you to:

• Create Clients automatically
• Create Tasks or Jobs
• Update workflows
• Send Client Hub data to other applications
• Trigger automations when activity occurs inside Client Hub

Available triggers and actions may expand over time. For the most current list, visit the Client Hub app page in Zapier.

👉 View the Client Hub Zapier app listing in Zapier

🚀 Example Automation Workflows

Here are a few common ways firms use Zapier with Client Hub:

Automatically create a Client in Client Hub

When a new client signs an engagement letter in Ignition or another proposal tool.

Create a task when a form is submitted

Trigger a new Client Hub task when a Google Form or website intake form is completed.

Send Slack notifications

Alert your internal team when high-priority tasks are created or completed.

Create folders in cloud storage

Automatically generate a Google Drive or Dropbox folder when a new Client Workspace is created.

Sync data between systems

Keep CRM, bookkeeping, and practice management tools aligned without manual entry.

⚙️ How to Connect Client Hub to Zapier

1. Log into your Zapier account.
2. Search for Client Hub as an app.
3. Choose a trigger or action.
4. Connect your Client Hub account when prompted.
5. Map the fields between systems.
6. Turn on your Zap.

Once activated, your automation will run in the background based on your defined trigger.

💡 Why Use Zapier with Client Hub?

Using Zapier helps your firm:

• Reduce manual data entry
• Automate client onboarding
• Improve internal communication
• Connect Client Hub with 8,000+ apps
• Build custom workflows without code

Zapier allows Client Hub to integrate seamlessly into your broader technology ecosystem.