# Customer onboarding automation with HubSpot: n8n workflow

> 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...

Source: https://millionrounds.com/workflow/customer-onboarding-automation-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)

# 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

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

**15 steps** Medium: a working afternoon

**1** Branch: places the flow splits

**3** Loops or waits

**3** Services it connects to

## The flow

Starts it 1 Logic 4 Service 10

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

- 1 **New Customer Webhook** Webhook *Starts it*
- 2 **Validate Required Fields** If *Logic*
- 3 **Create HubSpot Contact** Hubspot *Service*
- 4 **Send Validation Error Alert** Telegram *Service*
- 5 **Send Team Notification** Telegram *Service*
- 6 **Send Welcome Email** Email Send *Service*
- 7 **Wait 2 Hours** Wait *Logic*
- 8 **Send Onboarding Documents** Email Send *Service*
- 9 **Wait 1 Day** Wait *Logic*
- 10 **Update CRM Status** Hubspot *Service*
- 11 **Send Personal Check-in** Email Send *Service*
- 12 **Wait 2 More Days** Wait *Logic*
- 13 **Send Week 1 Success Guide** Email Send *Service*
- 14 **Mark Week 1 Complete** Hubspot *Service*
- 15 **Notify Team of Completion** Telegram *Service*

## 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.

## 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%2Fcustomer-onboarding-automation-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)[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.

- [**Automate workflow execution with Telegram Bot Command** 15 steps · Telegram](https://millionrounds.com/workflow/automate-workflow-execution-with-telegram-bot-command)
- [**Competitor price monitoring with Google Sheets and Telegram** 15 steps · Google Sheets, Telegram](https://millionrounds.com/workflow/competitor-price-monitoring-with-google-sheets-and-telegram)
- [**Create daily YouTube playlist with Google Sheets** 15 steps · Google Sheets, Telegram](https://millionrounds.com/workflow/create-daily-youtube-playlist-with-google-sheets)
- [**Create personalized city trip itineraries with Telegram Bot** 15 steps · Telegram](https://millionrounds.com/workflow/create-personalized-city-trip-itineraries-with-telegram-bot)
- [**Detect Mixpanel churn and create HubSpot, ClickUp** 15 steps · ClickUp, HubSpot](https://millionrounds.com/workflow/detect-mixpanel-churn-and-create-hubspot-clickup)
- [**Download YouTube Music to Google Drive with Telegram** 15 steps · Apify, Google Drive](https://millionrounds.com/workflow/download-youtube-music-to-google-drive-with-telegram)