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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.