Webhook Automate

Webhook Automate streamlines customer onboarding by automatically sending personalized welcome emails, scheduling calls, and assigning dedicated managers upon new customer creation. It integrates with tools like HubSpot and Google Calendar to ensure timely communication and efficient task management, enhancing customer experience and operational efficiency.

7/8/2025
31 nodes
Complex
webhookcomplexsticky notelangchaingooglecalendartoolexecuteworkflowtriggersplitoutfilterhubspottriggerhubspotgmailmarkdownadvancedintegrationapilogicconditional
Categories:
Business Process AutomationCRM & SalesCommunication & MessagingWebhook TriggeredComplex Workflow
Integrations:
Sticky NoteLangChainGoogleCalendarToolExecuteWorkflowTriggerSplitOutFilterHubspotTriggerHubspotGmailMarkdown

Target Audience

  • Customer Success Managers looking to streamline onboarding processes for new clients.
    - Sales Teams needing to automate follow-up tasks and calendar scheduling.
    - Marketing Teams aiming to personalize communication with new leads.
    - Business Owners who want to enhance customer engagement and retention through efficient workflows.

    • Problem Solved

    This workflow addresses the challenge of efficiently onboarding new customers by automating the following tasks:
    - Sending personalized welcome emails.
    - Scheduling welcome calls in the calendar.
    - Assigning dedicated Customer Success Managers (CSMs) to new clients, ensuring they receive the necessary support and resources.

    Workflow Steps

  • Webhook Trigger: The workflow starts when a new customer is added via a webhook.
    2. Enter Company Data: The workflow captures company-specific information such as name, email, and activity.
    3. Get List of Owners: It retrieves a list of available owners from HubSpot.
    4. Split Out Owners: The workflow splits the list of owners to find the current owner.
    5. If a Contact is Created: It checks if the event is related to contact creation.
    6. Get All Info About the Contact: Retrieves detailed information about the newly created contact.
    7. Write a Personalized Message: Generates a personalized welcome email using AI.
    8. Send the Message: Sends the generated email to the new customer.
    9. Set Owner to Contact: Assigns the appropriate owner to the new contact in HubSpot.
    10. Calendar Management: Uses the Calendar Agent to schedule a welcome call based on availability.

    • Customization Guide

    To customize this workflow:
    - Modify the Welcome Email: Edit the message content in the Write a Personalized Message node to reflect your brand's voice.
    - Adjust Calendar Settings: Change the calendar ID or scheduling preferences in the Create Event with Attendee node.
    - Add Additional Actions: Integrate more nodes for tasks like sending follow-up emails or updating CRM records.
    - Change Triggers: Adjust the webhook settings to connect with different systems or events that initiate the workflow.

    Webhook Automate - N8N Workflow Directory