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PRODUCTS
HubSpot
Airtable
Portal
Salesforce
Slack
Mailchimp
Shopify
CATEGORIES
Notifications
Client onboarding
CRM
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product-Airtable

Create client when a row is added on Airtable

If you're using Airtable as a CRM, automatically create and invite clients when a new row is added in your Airtable base.

CRM
product-Salesforce

Create client when a client is created in Salesforce

If you're using Salesforce as a CRM, automatically create and invite clients in your portal when a new client is added in Salesforce

CRM
product-HubSpot

Create client when a client is created in HubSpot

If you're using HubSpot as a CRM, automatically create and invite clients in your portal when a new client is added in HubSpot.

CRM
product-Airtable

Add row on Airtable when a client is created in your portal

When a client is created on Airtable (i.e. a new row is added to a CRM table), create and invite the client to your portal.

CRM
product-Salesforce

Create client in Salesforce when a client is created in your portal

When a client is created in your portal, create the client in Salesforce.

CRM
product-Slack

New client notification on Slack

When a new client user logs into your portal for the first time, trigger a Slack notification to inform your team.

Notifications
product-HubSpot

Create client in HubSpot when a client is created in your portal

When a client is created in your portal, create the client in HubSpot.

CRM
product-Mailchimp

Send a welcome email with MailChimp when the client signs in the first time

When a client signs in for the first time, send them a welcome email with Mailchimp.

Client onboarding
product-Portal

Assign a form to a client that signs in the first time

When a client signs in to their portal for the first time, automatically assign them an existing form.

Client onboarding