Use Cases
- Automate the onboarding process for new customers.
- Send personalized welcome emails to new contacts.
- Schedule welcome calls automatically in Google Calendar.
- Assign Customer Success Managers to new customers seamlessly.
How It Works
Webhook triggers on new contact creation in HubSpot. Retrieve detailed contact information from HubSpot. Generate a personalized welcome email using AI. Schedule a welcome call in Google Calendar. Assign the appropriate Customer Success Manager.
Setup Steps
- 1Import the workflow template into your n8n instance.
- 2Configure the HubSpot trigger with your developer account.
- 3Set up the Google Calendar credentials for event scheduling.
- 4Customize the email content and scheduling parameters as needed.
- 5Activate the workflow to start onboarding new customers automatically.
Apps Used
HubSpot
Google Calendar
Gmail
OpenAI
Categories
Target Roles
Industries
Tags
#ai content generation
#email automation
#process automation