Skip to content
The Workflow Library
Get the full library

Onboarding project ticket created on deal closed won

One of 565 written HubSpot workflow specs, by a collective of independent HubSpot consultants.

Professional

Seat pricing: Professional edition. To build it, a GTM Seat or an Ops Seat (an Ops Seat cannot create marketing emails or sequences). Per-hub plans: Service Hub Professional.

Ticket4 stepsUpdated for HubSpot seat pricing
OutcomeClosing 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 mapcustomer-onboarding-005
Deal stage = Closed Won, ticket not yet created leads to Create ticket in Onboarding pipeline, stage Kickoff Scheduled. Create ticket in Onboarding pipeline, stage Kickoff Scheduled leads to Associate ticket with deal, company, primary contact. Associate ticket with deal, company, primary contact leads to Copy Onboarding Owner to ticket owner. Copy Onboarding Owner to ticket owner leads to Send internal notification to ticket owner. Send internal notification to ticket owner leads to Set Onboarding Ticket Created = true on deal. Deal stage = Closed Won, ticket not yet created Create ticket in Onboarding pipeline, stage Kickoff Scheduled Associate ticket with deal, company, primary contact Copy Onboarding Owner to ticket owner Send internal notification to ticket owner Set Onboarding Ticket Created = true on deal
Deal stage = Closed Won, ticket not yet created leads to Create ticket in Onboarding pipeline, stage Kickoff Scheduled. Create ticket in Onboarding pipeline, stage Kickoff Scheduled leads to Associate ticket with deal, company, primary contact. Associate ticket with deal, company, primary contact leads to Copy Onboarding Owner to ticket owner. Copy Onboarding Owner to ticket owner leads to Send internal notification to ticket owner. Send internal notification to ticket owner leads to Set Onboarding Ticket Created = true on deal. Deal stage = Closed Won, ticket not yet created Create ticket in Onboarding pipeline, stage Kickoff Scheduled Associate ticket with deal, company, primary contact Copy Onboarding Owner to ticket owner Send internal notification to ticket owner Set Onboarding Ticket Created = true on deal

When to use it, when not to

Use it

  • 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.
Read more on when to use itShow less

Skip it

  • 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).
Read more on when to skip itShow less

The rest of this spec

Prerequisites · 4 items

Every property with its label, internal name, type and options, plus the assets the workflow needs.

Enrollment · 4 parts

The trigger, the criteria as ticked in the UI, the re-enrollment rule and the suppression list.

Steps · 4 numbered actions

Each action in order with its parameters, branches and delays.

Known pitfalls · 5

Traps seen in production, each with what breaks and what to do instead.

Test plan and UAT script · 2 cases, 3 variants

How to prove it works in a test portal, one case per branch, and a sign-off sheet.

Files · PDF, Markdown, JSON, CSV

The properties JSON creates the fields in one call. The workflow JSON documents the build.

Install · 1 click, switched off

The installer creates the properties and the workflow, switched off, then opens a task for what it cannot create. Nothing is deleted, enabled or enrolled.

Unlock all 565 specs, 149 EUR

One-time, excl. VAT. 30-day refund. Installs in 3 portals. Founding price until 30 November.

Read the free Customer onboarding spec

Not the workflow you needed?

More in Customer onboarding

50 specs in this section

See all 50 This category, 39 EUR
FreeSales-to-CS handoff task on deal closed wonDeal6 steps Onboarding checklist tasks created on deal closed wonDeal10 steps Onboarding Project custom object instance created on closed wonCustom2 steps Onboarding milestone tracking via ticket pipeline stageTicket10 steps

Read 12 complete specs before you pay.

One per category, same format as the paid ones. Email only, no card.

We email the link, then a short note when specs change. Nothing else.

149 EUR199

Full library, 565 specs
Get the full library