📥 How to Import Clients Using Zapier
Zapier is a no-code automation platform that allows you to connect Client Hub with other apps—such as QuickBooks, Ignition, Google Sheets, and more—without writing any code.
Using Zapier, you can automatically create and update clients in Client Hub based on activity in your other systems.
For a full overview of how Zapier works with Client Hub, see: Using Zapier with Client Hub.
🔧 What You’ll Need
- A Zapier account
- Access to the source app (e.g., QuickBooks, Google Sheets, Ignition)
- Admin access to Client Hub
🚀 How the Automation Works
- Create a Zap in Zapier using your preferred source app (for example, when a new row is added in Google Sheets or a new client is created in QuickBooks).
- Choose Client Hub as the Action app.
- Select the Create Client action.
- Map the relevant fields (such as Client Name and other details).
- Turn on your Zap.
Once active, new clients will be automatically created in Client Hub whenever the trigger condition is met.
This reduces manual entry and keeps your systems aligned.