📥 How to Import Clients Using Zapier

Zapier is a no-code automation platform that allows you to connect Client Hub with other apps—like QuickBooks Online, Ignition, Google Sheets, and more—without writing any code.

Using Zapier, you can automatically import your client list into Client Hub and keep it up to date with your other tools.

🔧 What You’ll Need

• A Zapier account
• Access to the source app (e.g., QuickBooks Online, Google Sheets, Ignition)
• Admin access to Client Hub

🚀 How the Integration Works

1. Set up a Zap in Zapier using your preferred source app (e.g., when a new row is added in Google Sheets, or a new client is created in QuickBooks).
2. Choose Client Hub as the action app.
3. Use the Create Client action to add the client into your Client Hub workspace.
4. Customize the fields you want to map: Client Name

This setup will allow you to automatically import clients into Client Hub from your favorite tools—saving time and reducing data entry.

📺 Watch our step-by-step tutorial:

👉 Click here to view the video