# Creating a workflow for customer onboarding

**URL:** <https://community.hubspot.com/t/creating-a-workflow-for-customer-onboarding/58703>\
**Category:** Lists, Lead Scoring & Workflows\
**Tags:** enterprise\
**Created:** [June 9, 2022, 2:06pm UTC](https://community.hubspot.com/t/creating-a-workflow-for-customer-onboarding/58703 "2022-06-09T14:06:21Z")\
**Posts on this page:** 1\
**Showing post:** 6

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**Author:** ![AllanFormigoni](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/allanformigoni/32/70819_2.png) [@AllanFormigoni](https://community.hubspot.com/u/AllanFormigoni)\
**Post date:** [May 6, 2025, 9:49am UTC](https://community.hubspot.com/t/creating-a-workflow-for-customer-onboarding/58703/6 "2025-05-06T09:49:10Z")

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You’re already on the right path with the replies above. Dan nailed it! ☺  
We put together a full [YouTube playlist](https://www.youtube.com/playlist?list=PL73lIzHzGyoeQU-_sQoI8VnRWRDBGQVh3) on running onboarding and CS inside HubSpot. Hope it sparks some ideas or insight as you build out your workflow.

If you’re looking to level it up—especially if your onboarding involves multiple steps, handoffs, or ongoing collaboration—you might consider testing a tool like [Arrows](https://arrows.to/product/onboarding-plans). It lives inside HubSpot and lets you embed structured onboarding plans directly into Deals, Tickets, or the new Service object 😄

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_[View the full topic](https://community.hubspot.com/t/creating-a-workflow-for-customer-onboarding/58703)._