Customer Onboarding Automation (Zapier Demo)

Overview

This project demonstrates an automated workflow I built with Zapier to streamline customer onboarding.

The workflow connects:

• HubSpot → Trigger: Deal stage updated
• Google Sheets → Action: Log deal information
• ClickUp → Action: Create task for the team
• Slack → Action: Post real-time notification

Why this matters

Instead of manually copying data between tools, this automation:

• Keeps CRM, project management, and communication tools in sync
• Reduces manual entry and errors
• Speeds up visibility for the whole team

Contents

• README.md → Project explanation
• screenshots/ → Images of the workflow in Zapier
• zapier-export.json → Zapier export of the workflow
• customer_onboarding_tracker.csv → Demo dataset used for testing
• docs/ (optional) → Extra notes, extensions

Demo

How to Use

1. Import zapier-export.json into Zapier to recreate the workflow.
2. Update connections (HubSpot, Google Sheets, ClickUp, Slack) with your own accounts.
3. Try updating a deal in HubSpot → the full automation will run end-to-end.

Skills Demonstrated

• Workflow automation (Zapier)
• Integrations across CRM, PM, and communication tools
• Google Sheets formulas & data cleanup
• Process design for onboarding operations