# Automated Customer Onboarding Sequence with HubSpot: n8n workflow

> Started by another system calling it, and works across Email, HubSpot, Slack and Telegram.

Source: https://millionrounds.com/workflow/automated-customer-onboarding-sequence-with-hubspot (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [Alerts and monitoring](https://millionrounds.com/workflows?category=Alerts+and+monitoring#library)

# Automated Customer Onboarding Sequence with HubSpot

Started by another system calling it, and works across Email, HubSpot, Slack and Telegram. 22 steps, 1 branch, 3 loops or waits: large, and worth reading before you trust it with anything live.

Large

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fautomated-customer-onboarding-sequence-with-hubspot)

**22 steps** Large: read it before trusting it with anything live

**1** Branch: places the flow splits

**3** Loops or waits

**4** Services it connects to

## The flow

Starts it 3 Logic 7 Service 12

The steps in the order they run, from what starts it.

- 1 **Webhook - Receive Signup** Webhook *Starts it*
- 2 **Filter - Validate Input** If *Logic*
- 3 **Response - Success 200** Respond To Webhook *Starts it*
- 4 **Format - Process Customer Data** Code *Logic*
- 5 **Response - Error 400** Respond To Webhook *Starts it*
- 6 **HubSpot - Create Contact** Hubspot *Service*
- 7 **Format - Merge IDs** Code *Logic*
- 8 **Slack - Alert Team (Signup)** Slack *Service*
- 9 **Telegram - Alert Team (Signup)** Telegram *Service*
- 10 **Email - Send Welcome** Email Send *Service*
- 11 **Wait - 2 Hours** Wait *Logic*
- 12 **Email - Send Docs** Email Send *Service*
- 13 **Slack - Alert Team (Docs)** Slack *Service*
- 14 **Telegram - Alert Team (Docs)** Telegram *Service*
- 15 **Wait - 1 Day** Wait *Logic*
- 16 **Email - Send Check-in** Email Send *Service*
- 17 **Wait - 2 Days** Wait *Logic*
- 18 **Email - Send Guide** Email Send *Service*
- 19 **HubSpot - Update Lifecycle** Hubspot *Service*
- 20 **Slack - Alert Team (Complete)** Slack *Service*
- 21 **Telegram - Alert Team (Complete)** Telegram *Service*
- 22 **Code - Log Completion** Code *Logic*

## How it's built

- **Starts on:** Another system calling it
- **Steps:** 22, with 1 branch, 3 loops or waits
- **Size:** Large: read it before trusting it with anything live
- **Connects to:** Email, HubSpot, Slack, Telegram
- **Model:** None. This is plumbing, not judgement

## Questions

What does it need to run?

An n8n account, plus your own Email, HubSpot, Slack and Telegram accounts. You connect your own accounts after importing it; none are included.

What starts it?

It starts on another system calling it.

Does it use AI?

No. Every step is fixed logic or a call to a service, so it does the same thing every time.

How long does it take to set up?

Take your time. At 22 steps it is large: read it before trusting it with anything live.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

**Before you run it**

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 22 steps before you point it at anything that matters.

## Run it in n8n

- **Create your n8n account** Free to start. n8n is where the workflow runs. [Create an n8n account ↗](https://millionrounds.com/n8n)
- **Download the workflow** Free with a Millionrounds account. [Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fautomated-customer-onboarding-sequence-with-hubspot)
- **Paste it into n8n** Open a new workflow in n8n and paste. Then connect your own accounts.

Stored with the author's traces removed: canvas notes, instance identifiers, saved credential names and any live document they had left behind.

## Connects to

Each opens the other workflows that use it.

[Email](https://millionrounds.com/workflows?service=Email#library)[HubSpot](https://millionrounds.com/workflows?service=HubSpot#library)[Slack](https://millionrounds.com/workflows?service=Slack#library)[Telegram](https://millionrounds.com/workflows?service=Telegram#library)

## Workflows like it

Also alerts and monitoring, with the same services where possible, closest in size first.

- [**Automated workflow backups to GitHub with Slack** 22 steps · GitHub, Slack](https://millionrounds.com/workflow/automated-workflow-backups-to-github-with-slack)
- [**Birthday and ephemeris notification with Google Contact** 22 steps · Telegram](https://millionrounds.com/workflow/birthday-and-ephemeris-notification-with-google-contact)
- [**Create and manage short URLs with Telegram and MongoDB** 22 steps · MongoDB, Telegram](https://millionrounds.com/workflow/create-and-manage-short-urls-with-telegram-and-mongodb)
- [**Gate Telegram bot access with Stripe and Slack** 22 steps · Slack, Telegram](https://millionrounds.com/workflow/gate-telegram-bot-access-with-stripe-and-slack)
- [**Monitor empty successful workflows with Data Tables and Slack** 22 steps · Slack, n8n data table](https://millionrounds.com/workflow/monitor-empty-successful-workflows-with-data-tables-and-slac)
- [**Monitor workflow heartbeats with Google Sheets and Slack** 22 steps · Google Sheets, Slack](https://millionrounds.com/workflow/monitor-workflow-heartbeats-with-google-sheets-and-slack)