Resources · Zapier integration

CompanyHub Zapier integrationAutomate CompanyHub with Zapier.

The CompanyHub Zapier integration gives you 8 triggers, 9 actions and 1 search. Below: what each one does, what it costs on your plan, how to link the account and the traps worth knowing before your first CRM automation goes live.

See the 18 operations

Verified Trustpilot reviews · AI, automation & growth agency

Overview

What the CompanyHub Zapier integration actually does

CompanyHub is a CRM you shape to your own sales process, with custom tables and your own logic. Hooking it to Zapier means letting another tool react when something lands in it (a company, a deal, a quote), or letting another tool write into it without anyone copying data by hand.

Three outcomes cover most of what sales teams build here. No deal without a next step: New Deal starts the Zap and Create Task puts a dated to-do on a named owner, so a fresh opportunity never sits untouched. Paperwork that writes itself: a deal or a form elsewhere feeds Create Quote or Create Sales Order, line items included, instead of someone retyping product and quantity. A clean record trail: Create Note pins context onto any record, and Find Record checks a table before a duplicate gets created.

Now the limits. Every trigger here is checked on a timer, so on the free plan a new deal can wait up to 15 minutes before the Zap notices it. There is no delete action, so cleanup stays manual. Only one search exists, and it looks inside a table you name, not across the whole CRM. And nothing that happened before you switch the Zap on gets picked up later.

If you are weighing other tools, the CompanyHub Make integration covers the same CRM from Make, and n8n vs Zapier sets the two side by side.

Vocabulary

Zapier words, in plain English

Seven terms come back on every line of this page. Read them once and the rest goes fast.

Zap
The automation you build on Zapier: one trigger, then one or more actions that run each time that trigger event happens.
Trigger
The event in an app that starts the Zap. Once the Zap is switched on, Zapier sits and waits for it to happen.
Action
What the Zap does once started: the step that writes, sends or moves something in an app on your behalf.
Task
The unit Zapier bills you for: one action your Zap completes successfully. Your plan allowance counts those, nothing else.
Polling vs instant
A polling trigger is checked on a timer, Zapier asking the app for new items. An instant one is pushed by the app the moment it happens.
Filter
A step that lets the Zap continue only when the incoming item meets a condition you set, and quietly stops it otherwise.
Search step
A step that looks up something already stored in an app, so the steps after it can use what it found.
Cost

What a CompanyHub Zap costs you

CompanyHub is not a premium app on Zapier, so it works from the free plan. What you pay for is tasks.

  • Premium appNo, available on the free plan
  • Free plan100 tasks a month, two-step Zaps only
  • Trigger checksFree, whatever the interval
  • Failed actionNot counted

The trigger never costs a task, and neither does Zapier checking CompanyHub for new records, however often it looks. Each action that succeeds counts as one task; one that fails costs nothing. A Zap with three actions burns three times what a one-action Zap does. The free plan gives you 100 tasks a month and unlimited Zaps, but only two steps per Zap: one trigger, one action. Add a second action, a filter or a search and you have a multi-step Zap, which needs a paid plan.

Connect

Connect CompanyHub to Zapier in three steps

  1. 01

    Open your connections

    In your Zapier account, go to the Apps page and click + Add connection. A connection is your CompanyHub account linked once, then reused by every Zap that touches it.

  2. 02

    Pick CompanyHub

    Type CompanyHub in the search box of the dialog, select it, then click Add connection. You need an existing CompanyHub account for this; Zapier does not create one for you.

  3. 03

    Sign in and allow access

    Log in to CompanyHub in the tab that opens and grant Zapier access. If the Zap will touch tables or records you do not own, make sure your user has read or write rights on them first.

First Zap

Your first Zap: every new deal gets a task and a note

GoalWhen a deal is created, assign a follow-up task to a sales rep and leave a note on the deal saying the task exists.

  1. 01

    Start the build

    Create a Zap and pick CompanyHub with the New Deal event as the starting point. Choose your connection, the one you added above.

  2. 02

    Test the trigger

    Run the test. Zapier brings back the three most recent deals from your account, so you map fields on a real one instead of guessing.

  3. 03

    Add the task

    Add CompanyHub Create Task. Write a task title that names the deal, then pick the owner, a category, a due date and a status.

  4. 04

    Attach the note

    Add Create Note, point it at the deals table and the deal from step one, and write a short line saying a follow-up was scheduled.

  5. 05

    Test, then publish

    Test each action once and check the result in CompanyHub. Then Publish. Two actions make this a multi-step Zap, so it needs a paid plan.

Triggers

CompanyHub triggers on Zapier

8 events start a Zap when something happens in CompanyHub. Zapier checks for them at the interval your plan allows.

1

New Company

Polling trigger

In Zapier“Triggers when a new company is created.”

Starts your Zap each time a company record is created in CompanyHub. You get the new account to hand to the next step.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
an agency that wants every new client account mirrored into its project tool so delivery can open a folder for it.
Watch out
companies created before the Zap went live are never sent; the trigger only sees what comes after.
2

New Contact

Polling trigger

In Zapier“Triggers when a contact is created.”

Fires on every person added to CompanyHub. It is the hook for anything that should happen to a human the moment they enter your CRM: a welcome sequence, a heads-up to the owner, a row in a sheet.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
pushing each new contact into your newsletter tool so marketing does not wait for a weekly export.
Watch out
if another Zap creates contacts in CompanyHub, this one will pick them up too.
3

New Deal

Polling trigger

In Zapier“Triggers when a new deal is created.”

Watches the pipeline and reacts when an opportunity is opened. This is the trigger behind most follow-up automations: the deal exists, so somebody should now do something about it.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
a sales manager who wants a dated task created for the deal owner every time an opportunity lands.
Watch out
deals opened by Create Deal in another Zap start this one too.
4

New Quote

Polling trigger

In Zapier“Triggers when a new quote is created.”

Kicks off when someone drafts a quote in CompanyHub. Useful when the quote is the moment finance, legal or a manager needs to know a number has gone out.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
alerting the account manager's team channel the moment a quote is created, so nobody sends a second one by mistake.
Watch out
the Zap sees the quote at creation, not when the client accepts it.
5

New Record (Custom Table)

Polling trigger

In Zapier“Triggers when a new record is created in a specified custom table.”

CompanyHub lets you build your own tables, for contracts, assets, tickets or anything else. This trigger listens to one of them and fires on each new row there.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
a service company that logs installations in a custom table and wants a technician task opened for each one.
Watch out
the custom table is a required choice; one Zap watches one table, so two tables mean two Zaps.
6

New Sales Order

Polling trigger

In Zapier“Triggers when a new Sales Order is created.”

Goes off once an order is booked in CompanyHub. This is where sales hands over to operations, so it is the natural start for invoicing, shipping or stock steps.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
handing each fresh order to the warehouse team's tool without someone forwarding an email.
Watch out
if a Zap of yours already uses Create Sales Order, every order it books comes back through this trigger.
7

New Task

Polling trigger

In Zapier“Triggers when a new task is created.”

Reacts to each task created in CompanyHub. It lets you mirror the CRM to-do list somewhere your team actually looks during the day.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
copying CRM tasks into a calendar so field reps see them next to their meetings.
Watch out
if your other Zaps use Create Task, their tasks start this one as well, which adds tasks to your bill.
8

Record Updated

Polling trigger

In Zapier“Triggers when an existing record is updated.”

The only trigger here that looks at changes rather than new entries. Pick a table and the Zap fires whenever an existing record in it is edited.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
keeping a reporting sheet in step with deals as reps edit them.
Watch out
the table is required, and pairing this trigger with Update Record on the same table creates a loop that re-fires on its own edits.
Actions

CompanyHub actions on Zapier

CompanyHub gives you 9 actions. For each one: what it does for you, when to reach for it, and what to watch out for.

1

Create Company

Action

In Zapier“Creates a new company.”

Adds an account to CompanyHub from wherever it first shows up, a signup form, a billing tool, a spreadsheet.

When to use it
a new paying customer in your billing system should exist as a company in the CRM the same day.
Watch out
it always creates; pair it with Find Record first if the company might already be there.
2

Create Contact

Action

In Zapier“Creates a new contact.”

Drops a person into CompanyHub with whatever details the previous step carried, so leads stop living in inboxes.

When to use it
every webinar registrant becomes a CRM contact the sales team can call.
Watch out
a Zap that does this and also listens to New Contact will fire itself.
3

Create Deal

Action

In Zapier“Creates a new deal.”

Opens an opportunity in your pipeline from an outside signal, so a hot request is tracked from the first minute.

When to use it
a demo request form should open a deal, not just send a notification.
Watch out
deals created this way also start any Zap built on New Deal.
4

Create Note

Action

In Zapier“Creates a note for a record of specified table.”

Attaches a written note to any record in a table you choose, which keeps context next to the deal or contact it belongs to.

When to use it
saving a call summary from your phone tool onto the matching contact.
Watch out
table, record and note text are all required, so the record usually comes from a trigger or Find Record.
5

Create Quote

Action

In Zapier“Creates a quote with line items.”

Builds a quote with line items in CompanyHub. A company, a status, a bill-to name, a product and a quantity are all mandatory.

When to use it
a configurator on your site produces a priced request that should become a draft quote.
Watch out
product and quantity are both required, so the step before must carry them or you set them in the editor.
6

Create a Record (Custom Table)

Action

In Zapier“Creates a new record in custom table.”

Writes a new row into one of your own CompanyHub tables, the ones you designed for your business.

When to use it
logging each signed contract from your e-signature tool into a custom Contracts table.
Watch out
the custom table name is the one required field, so pick the right table before anything else.
7

Create Sales Order

Action

In Zapier“Creates a new Sales Order with line Items.”

Turns incoming data into a booked order with line items, covering company, subject, status, bill-to name, product and quantity.

When to use it
orders taken in an online shop should land in the CRM so account managers see them.
Watch out
six fields are required, and a gap in any one of them stops the step.
8

Create Task

Action

In Zapier“Creates a new task.”

Puts a to-do on someone's plate in CompanyHub, with an owner, a category, a deadline and a status all required.

When to use it
a callback task for the rep whenever a client replies to a quote.
Watch out
the due date must come from somewhere; if the previous step has none, set one yourself in the editor.
9

Update Record

Action

In Zapier“Updates a record in specified table.”

Edits an existing record in the table you pick, rather than adding a new one.

When to use it
flipping a deal's status once payment is confirmed in your billing tool.
Watch out
you need the record itself, not just a name; a Find Record step before it is the usual way to get one.
Searches

Finding a CompanyHub record before you write

1 search step looks for data that already exists in CompanyHub, so a later step can use it.

A search step looks up something that already exists, so the actions after it can use it. In the editor, searches sit at the bottom of the Action event list, under SEARCH. Some fields also offer + Add search step, which slots one in just before and wires the result for you. How exact the match must be is up to CompanyHub, not Zapier.

1

Find Record

SearchFind or create

In Zapier“Finds an existing record in specified table that matches your search query.”

Looks inside one CompanyHub table you name and returns the record matching your search value. Both the table and the search query are required.

When to use it
before Update Record or Create Note, to get the exact record from a name or email that another tool sent.
Watch out
the editor also lists Find or Create Record in a Table; it is this same search with the create box ticked, not a separate operation.

The three settings every search exposes

  1. Successful if no search results are found?
    Left on its default, a search that finds nothing stops the Zap there and the steps relying on it are skipped. Switch it on and the Zap carries on with empty values.
  2. Create X if it doesn't exist yet?
    Ticking this box turns the search into a find-or-create: the setting above disappears and Zapier asks for the fields needed to create the missing item.
  3. If multiple search results are found?
    Three ways out when several items match: keep the first one, which is the default, stop the Zap, or pass all of them on at once.
When it breaks

When a CompanyHub Zap breaks

Zapier lists no help article and no app-specific limit for CompanyHub. What goes wrong here is what goes wrong on any CRM Zap.

Four cases are worth knowing before you publish. If a Zap fails anyway, the Zapier troubleshooting page is the place to start.

  • The old records never show up

    A Zap only reacts to what happens after it is switched on. The deals and contacts already in CompanyHub are not sent; moving that backlog is a separate job.

  • The Zap keeps firing itself

    Record Updated plus Update Record on the same table, or New Contact plus Create Contact: the Zap writes where its trigger watches and burns tasks in a loop.

  • A bulk import gets held back

    After a migration or a large import, the trigger suddenly sees a huge batch. Zapier's flood protection can pause it rather than run everything at once.

  • Duplicates that are not duplicates

    Zapier remembers what it already saw on a polling trigger, so one record never starts the Zap twice. A double usually comes from two Zaps, or a Create without a Find.
Need help

Need help automating CompanyHub with Zapier?

A person reads every message.

FAQ

CompanyHub Zapier integration: common questions

01Is the CompanyHub Zapier integration free?
Yes, CompanyHub is not a premium app, so it runs on the Zapier free plan. That plan gives you 100 tasks a month and as many Zaps as you like, but each Zap is limited to two steps: one trigger and one action. The moment you want a second action, a filter or a Find Record step, the Zap becomes multi-step and needs a paid plan. A simple New Deal to Create Task Zap stays inside the free limits.
02How many Zapier tasks does a CompanyHub Zap use?
One per action that succeeds, every time the Zap runs. The trigger costs nothing, and Zapier checking CompanyHub for new records costs nothing either, however often it looks. So a Zap built on New Deal, Create Task and Create Note uses two tasks for each new deal. An action that fails is not counted against your plan. The real risk is a loop: a Zap that writes where its own trigger looks can eat the monthly allowance quickly.
03Does CompanyHub trigger Zaps in real time?
No. All 8 CompanyHub triggers are polling triggers: Zapier asks CompanyHub for new items at a fixed interval and keeps only what it has not seen. That interval is 15 minutes on Free, 2 on Professional and 1 on Team and Enterprise. On paid plans you can also change the interval or run a check by hand from the editor. None of these triggers is instant, and that is decided by the app itself, not by a setting you can flip.
04What does it take to connect CompanyHub to Zapier?
A CompanyHub account you can sign in to, plus access rights on whatever the Zap will touch. The link starts from the Apps page of your Zapier account with + Add connection. You then pick CompanyHub, sign in in the tab that opens and grant access. If the Zap must write into tables or records owned by someone else, get read or write rights on them first. Once added, that connection is reused by every Zap that works with CompanyHub.
05Why does a CompanyHub Zap keep running over and over?
Because it writes into the place its own trigger is watching. The classic case is Record Updated on a table plus Update Record on that same table: each edit made by the Zap counts as a new update and starts it again. The same happens with New Contact and Create Contact, or New Task and Create Task. Point the action at another table, or split the work so that no Zap writes where it listens, and check your task count after the first day.
06What if the CompanyHub operation you want is missing from Zapier?
Check first whether Find Record combined with Update Record or Create a Record (Custom Table) covers it. Find Record also comes as a find-or-create, which creates the missing record in the same step. There is no delete action, so removing records stays a manual job inside CompanyHub. If the gap remains, look at another platform that connects to CompanyHub, because each one exposes its own list of operations. Compare those lists against the exact step you are missing before you rebuild anything.
07Zapier, Make or n8n for CompanyHub?
It depends on your criteria, not on a winner. On Zapier, CompanyHub offers 8 triggers, 9 actions and 1 search, and works from the free plan as long as each Zap stays at two steps. Make has its own CompanyHub integration with its own list of operations, so check what each platform offers before you choose. So compare the operations each one offers against the automation you plan to build, then compare what that automation will cost you per month on each platform.
Same platform

Other docs you might need on this stack.

Browse all integrations