Creating a workflow for customer onboarding

[AAgarwala]

I want to create a customer onboarding workflow which sends emails to contacts associated to Deals automatically when the Company Type changes from Prospect to Customer.

Is there a way I can do that?

[danmoyle · Accepted solution]

@AAgarwala you sure can! 

Make a Deal-based workflow, choose the Company property you need (in my example it's Lifecycle stage = Customer) then send an email to the associated Contacts. 

Here's a 1-minute video of me doing this.

[danmoyle · Accepted solution]

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 critieria you've set, or only those moving forward. It's in your control! 😊

[AllanFormigoni · Accepted solution]

You’re already on the right path with the replies above. Dan nailed it! ☺️

We put together a full YouTube playlist 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. It lives inside HubSpot and lets you embed structured onboarding plans directly into Deals, Tickets, or the new Service object 😄

[danmoyle · Accepted solution]

@AAgarwala you sure can! 

Make a Deal-based workflow, choose the Company property you need (in my example it's Lifecycle stage = Customer) then send an email to the associated Contacts. 

Here's a 1-minute video of me doing this.

[AAgarwala]

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?

[danmoyle · Accepted solution]

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 critieria you've set, or only those moving forward. It's in your control! 😊

[AAgarwala]

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