3.5 Closed Won → Onboarding Trigger
Setup, logic, and what to monitor
What this automation does
On Stripe's Payment, the deal is marked Closed Won in HubSpot, this automation immediately creates a HubSpot Project for client onboarding, assigns it to Manuel, sends a Slack notification, starts the onboarding checklist, and sets the 7-day SLA clock.
Step-by-step flow
|
Step |
Tool |
What happens |
|
1. Stripe Payment |
Stripe > Make.com |
When the first payment product is paid via Stripe, it triggers the onboarding process. |
|
2. Deal stage updated |
HubSpo |
The deal is found in HubSpot, and then updated to Closed Won. |
|
3. Create HubSpot Project |
HubSpot |
Creates new Project using onboarding checklist template, linked to deal and client company |
|
4. Assign to Manuel |
HubSpot |
Sets project owner to Manuel |
|
5. Create Google Drive |
Google Drive |
Create a Google Drive and link it back to the Company in HubSpot |
|
6. Create Slack Channel |
Slack |
Create a Slack channel with the Company Name |
Troubleshooting
|
Symptom |
Likely cause |
Fix |
|
No project created after Closed Won |
HubSpot webhook didn't fire or deal missing required fields |
Check Make.com log — if validation failed, check the deal for missing architect or start date |
|
No Deal Found from Stripe Payment |
Make.com wasn't able to match any email to any contact or deal in HubSpot. |
Make sure the contact exist with the correct email and it's associated to the correct deal. |