Automate Client Onboarding After a Deal Closes in HubSpot
19 min read
Automate Client Onboarding After a Deal Closes in HubSpot

Closing the deal is only half the battle. Now it's time to deliver. With HubSpot's new Service object, you can automate your post-sale onboarding process to ensure nothing falls through the cracks.

In this video, we'll show you how to automatically create a service record when a deal is marked Closed Won, carry over key deal info, and assign tasks to internal teams for a seamless handoff to account management or customer success.