OnboardingHub OnboardingHub

Zapier Integration

OnboardingHub has a native Zapier integration that connects your workspace to thousands of apps. Create automated workflows triggered by enrollment events, sync contacts with your CRM, or build custom onboarding pipelines -- all without writing code.

Private launch phase

The OnboardingHub Zapier integration is currently in private launch. To get access:

  1. Open your OnboardingHub workspace and go to Integrations > Zapier
  2. Click Request Access to receive an invite link, or ask your account manager
  3. Follow the invite link to add the OnboardingHub integration to your Zapier account

Once accepted, the integration appears in your Zapier app directory alongside all your other connected apps.

Note: During the private launch phase, the integration is not listed in the public Zapier app directory. You must use the invite link to install it.

Connecting your account

The OnboardingHub Zapier integration uses OAuth 2.0 to securely connect to your workspace. No API keys or secrets are needed -- Zapier handles the entire flow.

  1. In Zapier, create a new Zap and choose OnboardingHub as the trigger or action app
  2. Click Sign in to OnboardingHub
  3. You are redirected to OnboardingHub's authorization page
  4. Select the workspace you want to connect and click Authorize
  5. Zapier receives a secure token and stores the connection for future Zaps

You can connect multiple workspaces by adding additional OnboardingHub accounts in Zapier's My Apps section.

Available triggers

Triggers fire automatically when something happens in OnboardingHub, starting your Zap.

Trigger Fires when Example use
Enrollment Created A contact is enrolled in a guide Send a welcome email via Gmail
Enrollment Started A contact begins a guide (opens it for the first time) Notify the assigned CSM in Slack
Enrollment Completed A contact finishes all steps in a guide Update deal stage in your CRM
Enrollment Expired An enrollment passes its expiration date Create a follow-up task in Asana
CES Submitted A contact submits a Customer Effort Score Log the score to a Google Sheet

Trigger data

Each trigger provides the full enrollment record, including:

  • Enrollment: ID, status, progress percent, started/completed timestamps
  • Contact: ID, email, first name, last name
  • Guide: ID, name, status

You can map any of these fields to actions in your Zap.

Available actions

Actions let your Zaps create or update data in OnboardingHub.

Action What it does Example use
Create Contact Creates a new contact in your workspace Add leads from a Typeform submission
Create Enrollment Enrolls an existing contact in a guide Auto-enroll new CRM deals in an onboarding guide
Update Contact Updates an existing contact's details Sync contact changes from HubSpot

Action fields

Create Contact:

Field Required Description
Email Yes The contact's email address
First Name No The contact's first name
Last Name No The contact's last name

Create Enrollment:

Field Required Description
Contact Yes The contact to enroll (select from dropdown or use an ID)
Guide Yes The guide to enroll them in (select from dropdown or use an ID)

Update Contact:

Field Required Description
Contact Yes The contact to update (select from dropdown or use an ID)
Email No New email address
First Name No New first name
Last Name No New last name

Available searches

Searches let you look up existing records in OnboardingHub, often used to find a record before updating it.

Search What it finds Returns
Find Contact Looks up a contact by email address The matching contact record, or optionally creates one if not found

Use Find Contact as a middle step in your Zap when you need to look up a contact before creating an enrollment or updating their details.

Example Zaps

Slack notification when an enrollment completes

Notify your customer success team the moment someone finishes an onboarding guide.

  1. Trigger: OnboardingHub > Enrollment Completed
  2. Action: Slack > Send Channel Message
  3. Configuration:
    • Channel: #customer-success
    • Message: {{contact__first_name}} {{contact__last_name}} completed "{{guide__name}}"

Auto-enroll new HubSpot deals

When a deal moves to a specific stage in HubSpot, automatically enroll the associated contact in an onboarding guide.

  1. Trigger: HubSpot > Deal Stage Changed (filtered to your target stage)
  2. Search: OnboardingHub > Find Contact (by the deal's contact email; enable "create if not found")
  3. Action: OnboardingHub > Create Enrollment (using the found/created contact and your onboarding guide)

Log CES scores to Google Sheets

Track Customer Effort Scores over time in a spreadsheet for reporting.

  1. Trigger: OnboardingHub > CES Submitted
  2. Action: Google Sheets > Create Spreadsheet Row
  3. Configuration:
    • Spreadsheet: "CES Tracking"
    • Columns: Contact Email, Contact Name, Guide Name, CES Score, Submitted At

Follow-up on expired enrollments

When a contact's enrollment expires, create a task for your team to follow up.

  1. Trigger: OnboardingHub > Enrollment Expired
  2. Action: Asana > Create Task (or Trello, Monday.com, Jira, etc.)
  3. Configuration:
    • Task name: Follow up: {{contact__first_name}} {{contact__last_name}} - {{guide__name}}
    • Description: Enrollment expired. Contact email: {{contact__email}}
    • Assignee: Customer Success team

Sync new contacts to your CRM

When a contact is enrolled for the first time, create or update them in your CRM.

  1. Trigger: OnboardingHub > Enrollment Created
  2. Search: HubSpot > Find Contact (by email)
  3. Action: HubSpot > Create or Update Contact
  4. Configuration:
    • Email: {{contact__email}}
    • First Name: {{contact__first_name}}
    • Onboarding Status: "Enrolled"

Troubleshooting

"Account connection failed"

Make sure you are signing in with an account that has owner or editor access to the workspace. Viewer accounts do not have the permissions required by the integration.

Triggers are not firing

  • Confirm the Zap is turned on in Zapier
  • Check that the trigger event is actually happening in OnboardingHub (e.g., an enrollment is being created, not just viewed)
  • Review the Zap's Task History in Zapier for errors

"Contact not found" in a search

The Find Contact search matches by exact email address. Double-check that the email from the previous step matches a contact in your OnboardingHub workspace. Enable the "Create if not found" option to handle missing contacts automatically.

Webhook approach (alternative)

If you need events or payload fields that are not yet available in the native integration, you can use the generic Webhooks by Zapier approach as a fallback:

  1. Create a Zap with Webhooks by Zapier > Catch Hook as the trigger
  2. Copy the generated webhook URL
  3. In OnboardingHub, go to Integrations > Webhooks and add the URL as an endpoint
  4. Select the events you want and save

This gives you access to all OnboardingHub webhook events and the full payload. See Webhooks for event types, payload format, and signature verification details.

Next steps

  • Webhooks -- all event types, payload format, and signature verification
  • n8n integration -- connect OnboardingHub to n8n for self-hosted automation
  • API overview -- REST API endpoints for direct programmatic access