Streamline Agency Client Onboarding With the ClickUp + HubSpot Integration
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The ClickUp + HubSpot integration is incredible. The connection between these two systems can help your team streamline and automate processes to boost efficiency and make sure nothing slips through the cracks.
And though there are a ton of use cases, one of the most powerful is adding automation to your agency client onboarding process.
When are your clients most engaged? Right when they give you their credit card. So, that being said, it's important to speed up the onboarding process to help speed up their time to value.
In this video, we walk through how to streamline your onboarding process and make your clients happier with the ClickUp + HubSpot integration:
0:00 - Introduction
0:51 - Initial ClickUp Setup
3:00 - ClickUp Templates for Onboarding
5:02 - ClickUp Automation You Need
6:35 - Connecting ClickUp to HubSpot
7:01 - HubSpot Pipeline Automation
7:58 - Creating a ClickUp Task from HubSpot Pipeline Workflow
10:43 - Bonus: Slack Notifications
11:48 - Demo of Onboarding Workflow
16:14 - Additional Options to Improve Onboarding Process
17:37 - Conclusion
💻 Watch the Training- Integrating ClickUp and HubSpot to Improve Client Services: • Integrating ClickUp and HubSpot to Im...
🎥 Video - ClickUp Hierarchy for Agencies: • The Best ClickUp Hierarchy For Agenci...
🎥 Video - How to Use ClickUp as a CRM: • ClickUp CRM: How to Use ClickUp as a CRM
📖 Read the article: https://www.zenpilot.com/blog/streaml...
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