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.
Introduction
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 | Description |
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 your CustomerHub app: https://app.customerhub.com/
Navigate to app Settings > Connectors
Click LEARN MORE on the Zapier connector.
This will redirect you to log in to your Zapier account.
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 the next screen.
Log in as an Admin
Authorize Zapier to connect to your CustomerHub App (The screenshot above is only applicable if your Admin account is connected to multiple apps)
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 setup.
Set up your Zap trigger (learn more)
Select your trigger event type and proceed with the remaining zap setup steps.
NOTE: During the Set-up trigger step you may be required to specify additional trigger options. For example, the User Product Access Granted trigger will require you to select a specific product from your CustomerHub. See below
Click continue to test and then complete the Action portion of your Zap. Learn More
Additional Resources
Access their in-app guides or check out guides here and/or connect with Zapier support.
Frequently Asked Questions
What other apps do you recommend connecting CustomerHub to?
Learn more about our natively integrated apps here
Check out the recommended 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"
Done
Note: This will disconnect CustomerHub from Zapier but your Zapier account connection will still exist. (See Zapier method below)
Zapier Apps method: (learn more)
Log in to your Zapier account (https://zapier.com/app/login)
Navigate to My Apps (https://zapier.com/app/connections)
Click the CustomerHub connection and disconnect app
Done