Customer Onboarding Automation with n8n

Dimitri

Dimitri Appel

This n8n workflow automates new customer onboarding by handling Gmail communication, calendar scheduling, and contact assignment in HubSpot. It triggers when a new contact is created, assigns a Customer Success Manager, schedules a welcome meeting using a calendar agent, and sends a personalized welcome email generated with AI (OpenAI). This reduces manual work and ensures every client gets a timely, professional onboarding experience without human error. Ideal for scaling Customer Success operations.
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Posted Jul 28, 2025

Automated customer onboarding with n8n, Gmail, and HubSpot.