Zapier lets you connect CustomerHub with thousands of the most popular apps, so you can automate your work and have more time for what matters most - no code required.
In this article:
Connecting CustomerHub to Zapier is easy and allows you to run automation on User activity and update new and existing Users. These include:
Type of Automation
Create or Update Users
Update a user's name and/or email. Also, grant or remove product access to new or existing users in CustomerHub.
Grant / Remove Product Access
Trigger Zapier when a User is granted access to or removed from a specific Product.
Multi-media viewed, listened, or downloaded.
Trigger Zapier every time a user watches a specific video, listens to an audio, or downloads a file.
Product or Page completed
Trigger Zapier when a user completes a specific page or product.
User engagement Status
Trigger Zapier when a user becomes active or inactive.
User login activity
Trigger Zapier any time a user logs into CustomerHub.
How to Connect
Log in to Zapier and create a Zap
Navigate to your Zaps page (https://zapier.com/app/zaps)
Click the Create Zap button (top right)
Search for "CustomerHub" in the trigger step
If this is your first time creating a CustomerHub Zap, you will be prompted to connect a New Account. In the new connection pop-up, log in to CustomerHub as an admin and then authorize the Zapier / CustomerHub connection on next screen.
Log in as an Admin
Authorize Zapier to connect to your CustomerHub App
After logging in and authorizing the connection, you'll get sent back to your zap where you now have your CustomerHub account connected. Now you can complete the Zap set up.
Set up your Zap trigger (learn more)
Select your trigger event type and proceed with the remaining zap set up steps.
Click continue to test and then complete the Action portion of your Zap. Learn More
What other apps do you recommend connecting CustomerHub to?
Learn more about our natively integrated apps here
Check out the recommend Zapier CustomerHub connection templates.
How do I disconnect CustomerHub from Zapier?
CustomerHub connectors method:
Log in to your CustomerHub app: https://app.customerhub.com/
Navigate to app Settings > Connectors
Click the 3 dots menu on Zapier and click "disconnect"
Note: This will disconnect CustomerHub from Zapier but your Zapier account connection will still exist. (See Zapier method below)
Zapier Apps method: (learn more)