Customer onboarding with HubSpot and email

Explore a webhook-driven workflow that updates a HubSpot contact, notifies a team and schedules onboarding emails.

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Connected apps

Webhook
HubSpot
Telegram Bot
SMTP
Delay

A starting template, ready to adapt to your tools and rules. Connections, setup and testing are needed before use.

What you need

A source of signup events for the webhook.
Connections for HubSpot, Telegram Bot and SMTP.
Reviewed onboarding messages and an agreed sending schedule.

Before using it

Confirm contact consent, recipient mapping and how repeat signup events are handled. Use test recipients first, and check that cancelled or incomplete signups do not receive an unintended sequence.

This page describes the catalogue’s structural preview. Configuration values, conditions and executable workflow files are not included. Adapt and test the workflow in your own installation.

Preview adapted from the upstream Activepieces template catalogue. Provider accounts and API usage can have their own fees. Sydekyks software is free.

Build and test a mission or get help with setup.

Workflow preview

The template’s step structure. Scroll to follow the graph; use the controls to zoom.

Read the workflow steps

Catch Webhook (Webhook)
Router
Create or Update Contact (HubSpot)
Send Team Notification (Telegram Bot)
Send Email (SMTP)
Wait for 2 Hours (Delay)
Send Onboarding Documents Email (SMTP)
Wait for 1 Days (Delay)
Update Contact (HubSpot)
Wait for 2 More Days (Delay)
Send Week 1 success guide (SMTP)
Update Contact (HubSpot)
Send Text Message (Telegram Bot)
Send Text Message (Telegram Bot)