AI-Powered Onboarding Automation with HubSpot, Gmail & Calendar

Say goodbye to clunky onboarding handoffs!

This automation streamlines the entire customer onboarding process — from welcome emails to meeting scheduling — by connecting HubSpot, Gmail, and your calendar tools in one seamless workflow. Ideal for sales and success teams, it ensures every new client feels guided from day one.

Whether you're a growing business or scaling your CS operations, this workflow helps you onboard with confidence and zero manual chaos.

What it does:

📩 Sends AI-personalized welcome emails to new clients
📅 Schedules intro meetings using your connected calendar
👥 Assigns customers to the right CSM in HubSpot
🔗 Triggers via webhook or HubSpot contact creation
💼 Syncs communication records by updating HubSpot ownership

✅ Setup guide & importable automation included

Need help setting it up? We offer full configuration and testing for a one-time fee.