Lists, Lead Scoring & Workflows

AAgarwala
Participant

Creating a workflow for customer onboarding

SOLVE

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?

2 Accepted solutions
danmoyle
Solution
Recognized Expert | Elite Partner
Recognized Expert | Elite Partner

Creating a workflow for customer onboarding

SOLVE

@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.

 


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Dan Moyle

HubSpot Advisor

Learning Ops | Impulse Creative

[he/him/his]

239-244-8812 | 269-371-4753
dan@impulsecreative.com
https://impulsecreative.com/

View solution in original post

danmoyle
Solution
Recognized Expert | Elite Partner
Recognized Expert | Elite Partner

Creating a workflow for customer onboarding

SOLVE

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! 😊

 


Did this post help solve your problem? If so, please mark it as a solution.


Dan Moyle

HubSpot Advisor

Learning Ops | Impulse Creative

[he/him/his]

239-244-8812 | 269-371-4753
dan@impulsecreative.com
https://impulsecreative.com/

View solution in original post

0 Upvotes
4 Replies 4
danmoyle
Solution
Recognized Expert | Elite Partner
Recognized Expert | Elite Partner

Creating a workflow for customer onboarding

SOLVE

@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.

 


Did this post help solve your problem? If so, please mark it as a solution.


Dan Moyle

HubSpot Advisor

Learning Ops | Impulse Creative

[he/him/his]

239-244-8812 | 269-371-4753
dan@impulsecreative.com
https://impulsecreative.com/
AAgarwala
Participant

Creating a workflow for customer onboarding

SOLVE

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?

0 Upvotes
danmoyle
Solution
Recognized Expert | Elite Partner
Recognized Expert | Elite Partner

Creating a workflow for customer onboarding

SOLVE

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! 😊

 


Did this post help solve your problem? If so, please mark it as a solution.


Dan Moyle

HubSpot Advisor

Learning Ops | Impulse Creative

[he/him/his]

239-244-8812 | 269-371-4753
dan@impulsecreative.com
https://impulsecreative.com/
0 Upvotes
AAgarwala
Participant

Creating a workflow for customer onboarding

SOLVE

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