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 βAdd automation β‘ choose this template
Connect your HubSpot account
Select your onboarding project template
Enable the toggle to activate
