What Can You Do With This Automation?
Turn closed deals into happy clients with automated onboarding that starts the moment a deal is won.
Instant Project Creation: Generate client project from template with all deal details
Welcome Sequence: Send personalized welcome email with next steps
Team Notification: Alert account manager and delivery team
Kickoff Scheduling: Automatically propose kickoff meeting times
Document Generation: Create contracts and SOWs from templates
Automation Flow
| Trigger | Actions |
|---|---|
| HubSpot Deal Won | Create client project from template |
| Project created | Populate with deal data, assign team |
| Team assigned | Send internal kickoff notification |
| Kickoff sent | Send client welcome email with Calendly |
| Meeting booked | Create meeting prep tasks |
How To Use This Automation
Go to the "Automations" tab in your workspace.
Click ➕Add automation ➡ choose this template
Connect your HubSpot account
Select your onboarding project template
Enable the toggle to activate