Outcome. Closing a deal automatically creates a Service Hub ticket representing the onboarding project, giving CS a stage-based pipeline to run instead of a loose list of tasks.
Workflow mapEnrollment, branches and actions at a glance
flowchart TD
A[Deal stage = Closed Won, ticket not yet created] --> B[Create ticket in Onboarding pipeline, stage Kickoff Scheduled]
B --> C[Associate ticket with deal, company, primary contact]
C --> D[Copy Onboarding Owner to ticket owner]
D --> E[Send internal notification to ticket owner]
E --> F[Set Onboarding Ticket Created = true on deal]
When to use it / when not to
- Use it when CS wants to see onboarding progress as pipeline stages (kickoff, in progress, blocked, complete), not just tasks.
- Use it when reporting on average onboarding time or stuck accounts matters to the team.
- Do not use it if the team has fewer than a handful of new customers a month, a checklist (customer-onboarding-003) is simpler to maintain.
- Do not use it if you need true custom-object-level tracking with its own related-record structure, that is customer-onboarding-038 (Enterprise).
