{ "name": "Customer onboarding automation with HubSpot, email sequences and team alerts", "nodes": [ { "id": "37703ea3-a8ed-4f05-bb97-dc353311440f", "name": "New Customer Webhook", "type": "n8n-nodes-base.webhook", "position": [ -700, 380 ] }, { "id": "a10b16a5-312e-4b96-9220-2232e07583cf", "name": "📋 Webhook Trigger Explanation", "type": "n8n-nodes-base.stickyNote", "position": [ -1380, -300 ], "parameters": { "width": 490, "height": 1020, "content": "🎯 **PROFESSIONAL CUSTOMER ONBOARDING AUTOMATION**\n\n**What This Workflow Does:**\n- Automatically processes new customer signups\n- Creates CRM records with error handling\n- Sends personalized welcome se" } }, { "id": "b0884a2d-7a79-466a-ab6f-59d36837ed81", "name": "Create HubSpot Contact", "type": "n8n-nodes-base.hubspot", "position": [ -220, 340 ] }, { "id": "9599464c-55a0-4c03-af71-c18e67109162", "name": "📊 CRM Integration Guide", "type": "n8n-nodes-base.stickyNote", "position": [ -540, -420 ], "parameters": { "width": 420, "height": 750, "content": "🏢 **CRM INTEGRATION: Customer Data Storage**\n\n**What This Node Does:**\n- Creates new contact in HubSpot CRM\n- Splits full name into first/last name\n- Adds custom fields for tracking\n- Tags customer wi" } }, { "id": "3251b814-a373-44e5-833f-f801bea6af57", "name": "Send Team Notification", "type": "n8n-nodes-base.telegram", "position": [ 60, 260 ] }, { "id": "cf073529-3e86-4c18-8f00-65deb1caf79a", "name": "🔔 Team Notification Strategy", "type": "n8n-nodes-base.stickyNote", "position": [ -80, -480 ], "parameters": { "width": 500, "height": 820, "content": "📢 **TEAM NOTIFICATION: Instant Alerts**\n\n**Why Real-Time Notifications Matter:**\n- Team knows immediately about new customers\n- Enables quick personal outreach\n- Prevents customers from falling throug" } }, { "id": "d897da64-acd7-4a01-9906-8812f883ff5a", "name": "Send Welcome Email", "type": "n8n-nodes-base.emailSend", "position": [ 60, 460 ] }, { "id": "6edfc1f8-223f-4fe3-894f-40253751f41e", "name": "✉️ Welcome Email Best Practices", "type": "n8n-nodes-base.stickyNote", "position": [ 0, 700 ], "parameters": { "width": 420, "height": 500, "content": "📧 **WELCOME EMAIL: First Impression Magic**\n\n**Email Psychology:**\n- Sent within 5 minutes of signup\n- Personal tone with customer's first name\n- Clear next steps to prevent confusion\n- Value-focused " } }, { "id": "325c5909-063b-4dc8-ae2d-186952e09b5d", "name": "Wait 2 Hours", "type": "n8n-nodes-base.wait", "position": [ 360, 360 ] }, { "id": "cf3357c5-2965-4ea2-9a3e-1cd0984da31d", "name": "⏱️ Timing Optimization Guide", "type": "n8n-nodes-base.stickyNote", "position": [ 300, 100 ], "parameters": { "width": 380, "height": 450, "content": "⏰ **TIMING STRATEGY: The 2-Hour Rule**\n\n**Why Wait 2 Hours?**\n- Gives customer time to read welcome email\n- Avoids overwhelming with immediate follow-up\n- Optimal engagement window research\n- Builds a" } }, { "id": "aabccc2b-84fd-4d6b-bb5b-b6b09920fc63", "name": "Send Onboarding Documents", "type": "n8n-nodes-base.emailSend", "position": [ 660, 360 ] }, { "id": "037eaf37-6304-4994-b76b-8e24373a9e36", "name": "📚 Document Delivery Strategy", "type": "n8n-nodes-base.stickyNote", "position": [ 740, -100 ], "parameters": { "width": 500, "height": 920, "content": "📄 **DOCUMENT DELIVERY: Value-Packed Resources**\n\n**Document Strategy:**\n- **Immediate Value:** Customers get tangible resources\n- **Professionalism:** Well-designed PDFs show quality\n- **Actionability" } }, { "id": "51b18819-b308-4b57-8248-2776b0c93dde", "name": "Wait 1 Day", "type": "n8n-nodes-base.wait", "position": [ 960, 360 ] }, { "id": "73a825f7-723c-43d3-8366-04a2fb4d21b6", "name": "Update CRM Status", "type": "n8n-nodes-base.hubspot", "position": [ 1260, 260 ] }, { "id": "becff115-7a2d-4e0b-987a-930063b75e9d", "name": "Send Personal Check-in", "type": "n8n-nodes-base.emailSend", "position": [ 1260, 460 ] }, { "id": "44d51fd0-8e4e-4ad4-89cd-30331c6d6397", "name": "💭 Personal Check-in Psychology", "type": "n8n-nodes-base.stickyNote", "position": [ 1200, 700 ], "parameters": { "width": 420, "height": 550, "content": "🤝 **PERSONAL CHECK-IN: Building Relationships**\n\n**The 24-Hour Rule:**\n- Perfect timing for first follow-up\n- Customer has had time to explore\n- Still riding the excitement wave\n- Prevents early buyer" } }, { "id": "f8c6b848-65ff-4fd3-a505-9a9341e46a01", "name": "Wait 2 More Days", "type": "n8n-nodes-base.wait", "position": [ 1560, 360 ] }, { "id": "412cd830-fd51-4fea-a5ed-8df244bcb833", "name": "Send Week 1 Success Guide", "type": "n8n-nodes-base.emailSend", "position": [ 2120, 340 ] }, { "id": "aee6ade8-031f-49aa-a0c8-67b481486ed5", "name": "📈 Week 1 Content Strategy", "type": "n8n-nodes-base.stickyNote", "position": [ 1680, -220 ], "parameters": { "width": 420, "height": 1200, "content": "🎯 **WEEK 1 SUCCESS GUIDE: Momentum Building**\n\n**The 3-Day Sweet Spot:**\n- Customer has tried your product/service\n- Initial excitement still high\n- Perfect time for advanced content\n- Prevents the \"w" } }, { "id": "82f636c2-678c-4725-83c0-bf56f87ac961", "name": "Mark Week 1 Complete", "type": "n8n-nodes-base.hubspot", "position": [ 2340, 100 ] }, { "id": "20bc62f4-b62f-4150-aa63-7b19975fb3b4", "name": "Notify Team of Completion", "type": "n8n-nodes-base.telegram", "position": [ 2400, 540 ] }, { "id": "7b75ba51-9ea8-450f-b88f-def30185a1cb", "name": "Validate Required Fields", "type": "n8n-nodes-base.if", "position": [ -460, 380 ] }, { "id": "53eb8ff6-22b2-44ac-a2ef-21c46ae403ce", "name": "Send Validation Error Alert", "type": "n8n-nodes-base.telegram", "position": [ -380, 700 ] } ], "connections": { "Wait 1 Day": { "main": [ [ { "node": "Update CRM Status", "type": "main", "index": 0 }, { "node": "Send Personal Check-in", "type": "main", "index": 0 } ] ] }, "Wait 2 Hours": { "main": [ [ { "node": "Send Onboarding Documents", "type": "main", "index": 0 } ] ] }, "Wait 2 More Days": { "main": [ [ { "node": "Send Week 1 Success Guide", "type": "main", "index": 0 } ] ] }, "Send Welcome Email": { "main": [ [ { "node": "Wait 2 Hours", "type": "main", "index": 0 } ] ] }, "New Customer Webhook": { "main": [ [ { "node": "Validate Required Fields", "type": "main", "index": 0 } ] ] }, "Create HubSpot Contact": { "main": [ [ { "node": "Send Team Notification", "type": "main", "index": 0 }, { "node": "Send Welcome Email", "type": "main", "index": 0 } ] ] }, "Send Personal Check-in": { "main": [ [ { "node": "Wait 2 More Days", "type": "main", "index": 0 } ] ] }, "Validate Required Fields": { "main": [ [ { "node": "Create HubSpot Contact", "type": "main", "index": 0 } ], [ { "node": "Send Validation Error Alert", "type": "main", "index": 0 } ] ] }, "Send Onboarding Documents": { "main": [ [ { "node": "Wait 1 Day", "type": "main", "index": 0 } ] ] }, "Send Week 1 Success Guide": { "main": [ [ { "node": "Mark Week 1 Complete", "type": "main", "index": 0 }, { "node": "Notify Team of Completion", "type": "main", "index": 0 } ] ] } } }