Client Hub and Salesflare
How to connect Client Hub
- Via Zapier — 7 operations available. Set it up ↗
What you can automate
- When new Client Workspace Added in Client Hub, find or create account, then find or create contact, then add contact to account in Salesflare.
About Client Hub
Client Hub is a modern workflow platform with client experience built-in, offering an amazing client collaboration experience.
Client Hub operations on Zapier
Triggers (2)
Start a workflow when this happens
- New Client Workspace Added — Triggers when a new client company is added.
- New Job Template Added — Triggers when a new Job Template is added
Actions (3)
Things Salesflare can make it do
- Create Client Company — Creates a new Client Company
- Create Job From Template — Creates a Job from a Template
- Invite Client User — Invites a client user
Searches (2)
Look up existing records
- Find Job Templates — Finds Job Templates in the account
- Get Workspaces — Find workspaces by owner email or workspace name
Similar apps
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