Start onboarding when a deal is won

Winning a deal is when things are most likely to slip: nobody is sure who sets the customer up or by when. When a HubSpot deal reaches Closed won, this creates an Asana project named after the deal, with the customer's contact in its description and three tasks for the deal owner: a kickoff call due in 2 working days, the contract in 5 and account setup in 10.

The sales channel in Slack then hears about the win, with the amount and a link to the project.

HubSpotWhen a deal reaches Closed won. Save it as deal.When a deal reaches Closed won. Save it as deal.

Customer contact on the dealGet who deal is for. Save it as contact.HubSpot

Onboarding project for the customerCreate project 'Onboarding: deal.dealname'. Save it as onboarding_project.Customer contact: contact.first_name contact.last_name (contact.email)Asana

Task: kickoff callCreate task 'Kickoff call'. Save it as kickoff_task. Due in working days: 2Asana

Task: send the contractCreate task 'Send contract'. Save it as contract_task. Due in working days: 5Asana

Task: set up the accountCreate task 'Set up account'. Save it as setup_task. Due in working days: 10Asana

Tell the team in SlackSend message to channel. Save it as announced.:tada: deal.dealname closed for deal.amount_display, won by deal.owner_name. Onboarding project: onboarding_project.permalink_urlSlack