Automation library · Alerts and monitoring

Customer onboarding automation with HubSpot

Started by another system calling it, and works across Email, HubSpot and Telegram. 15 steps, 1 branch, 3 loops or waits: a working afternoon to understand properly.

Medium

15 stepsMedium: a working afternoon
1Branch: places the flow splits
3Loops or waits
3Services it connects to

The flow

Starts it 1Logic 4Service 10

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

  1. 1New Customer WebhookWebhookStarts it
  2. 2Validate Required FieldsIfLogic
  3. 3Create HubSpot ContactHubspotService
  4. 4Send Validation Error AlertTelegramService
  5. 5Send Team NotificationTelegramService
  6. 6Send Welcome EmailEmail SendService
  7. 7Wait 2 HoursWaitLogic
  8. 8Send Onboarding DocumentsEmail SendService
  9. 9Wait 1 DayWaitLogic
  10. 10Update CRM StatusHubspotService
  11. 11Send Personal Check-inEmail SendService
  12. 12Wait 2 More DaysWaitLogic
  13. 13Send Week 1 Success GuideEmail SendService
  14. 14Mark Week 1 CompleteHubspotService
  15. 15Notify Team of CompletionTelegramService

How it's built

Starts on
Another system calling it
Steps
15, with 1 branch, 3 loops or waits
Size
Medium: a working afternoon
Connects to
Email, HubSpot, Telegram
Model
None. This is plumbing, not judgement

Questions

What does it need to run?

An n8n account, plus your own Email, HubSpot 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?

Plan an afternoon. 15 steps is enough that you should read each one before running it.

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 15 steps before you point it at anything that matters.