Customer Onboarding Automation with HubSpot

🚀 End-to-End Customer Onboarding Automation Workflow

This plug-and-play automation flow helps you deliver a professional, personalized onboarding experience — without lifting a finger.

From the moment a new customer signs up, this workflow handles it all:

✅ Captures customer data via webhook
✅ Creates CRM records (HubSpot, Airtable, etc.)
✅ Sends a welcome email instantly
✅ Delivers value-packed PDFs and checklists
✅ Triggers team alerts via Slack, Telegram, SMS, or email
✅ Implements smart delays using engagement timing psychology
✅ Follows up with a personal check-in at the right moment
✅ Sends a Week 1 Success Guide to boost activation

Built on n8n, it comes with:
– Smart error handling & retries
– Personalized logic by package/source
– Clean formatting and easy customization

Perfect for:
Founders, service providers, SaaS startups, and anyone looking to deliver a world-class onboarding experience with less manual work.

🎓 Need help setting it up? Coaching available.