Summary: When a deal closes in CRM, we auto‑assign SMEs, spin up Slack/ClickUp/Drive, and trigger tailored journeys for self‑serve/guided onboarding.
Tech Stack: HubSpot, n8n, Google Drive/Sheets, ClickUp, Slack
Impact: Cut onboarding from 5 days to <24 hours; fewer manual errors
Project Type
AI & Automation Projects
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