---
title: 3.5 Closed Won → Onboarding Trigger
description: Onboarding
---

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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. |

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