I want to create a customer onboarding workflow which sends emails to contacts associated to Deals automatically when the Com…

@AAgarwala you sure can! Make a Deal-based workflow, choose the Company property you need (in my example it’s Lifecycle stag…

When you go to publish your worklfow, it will ask you whether you want to send it to all who are currently marked as the crit…

You’re already on the right path with the replies above. Dan nailed it! :smiling_face: We put together a full YouTube playli…

thanks Dan, that was a quick help. Appreciate it.

Creating a workflow for customer onboarding

Marketing & Content Hub Lists, Lead Scoring & Workflows

AAgarwala June 9, 2022, 2:33pm 3

Thanks Dan,

Quick follow up question, will this workflow send the onboarding email to those who have already received it or only to those who become new customer?

Topic		Replies	Views
How to: trigger workflow for contacts bleep. with new customers only Lists, Lead Scoring & Workflows workflows	2	2661	March 24, 2023
Workflows for Deals - Email notification of Deal Stage change HubSpot Ideas workflows , object	9	7599	December 6, 2018
Set all Contacts as Marketing Contacts when associated Deal Lifecycle Stage is set as "Customer" Lists, Lead Scoring & Workflows starter	4	3556	January 23, 2025
automated deal creation CRM object	3	2731	November 22, 2022
How to automatically update a Company’s Lifecycle Stage based on the Deal stage? CRM object	4	1692	August 19, 2025

Creating a workflow for customer onboarding

Related topics