---
title: "Recipe: Automate new customer onboarding"
description: "TL;DR: When a deal is marked closed-won, this playbook creates an onboarding project with tasks, sends a personalized welcome email, and hands off to the success team in Slack. Trigger is a CRM webhook; outputs are a Notion/task project, a welcome email, and a Slack handoff."
canonical_url: "https://docs.ballet.dev/articles/recipe-automate-new-customer-onboarding-fn3GqU44YN"
md_url: "https://docs.ballet.dev/articles/recipe-automate-new-customer-onboarding-fn3GqU44YN.md"
---
# Recipe: Automate new customer onboarding

**TL;DR:** When a deal is marked closed-won, this playbook creates an onboarding project with tasks, sends a personalized welcome email, and hands off to the success team in Slack. Trigger is a CRM webhook; outputs are a Notion/task project, a welcome email, and a Slack handoff.

## Who this is for

RevOps and customer success teams standardizing the first days after a sale.

## What you'll need

* **Connectors:** HubSpot or Salesforce, Notion (or a task tool), email, Slack.
* **Secrets:** CRM API key, Notion token, email API key, Slack token.
* **Trigger:** Webhook on deal stage \= closed-won.

## How to build it with Ask Ballet

1. Open the Console on Home.
2. Paste the prompt below; set your onboarding template and channels.
3. Review the plan and confirm.
4. Connect the CRM, Notion, email, and Slack, then register the webhook.

```text
Build a playbook that triggers when a HubSpot deal moves to closed-won. Create a Notion
onboarding page for the customer from our template with tasks (kickoff call, account
setup, training) and due dates. Send the primary contact a personalized welcome email
with next steps and the kickoff scheduling link. Post a handoff message in
#cs-onboarding with the account name, plan, owner, and a link to the Notion page.
```

## What the playbook does

1. **Webhook trigger** — fires on closed-won.
2. **Code step (build context)** — assembles customer name, plan, contacts, and owner.
3. **HTTP step (create project)** — creates the Notion page/tasks from a template.
4. **HTTP step (welcome email)** — sends the personalized email.
5. **HTTP step (handoff)** — posts the Slack handoff with links.

## Variations and tips

* Vary the task template by plan tier using a Code step.
* Chain into [Content and marketing ops](/articles/recipe-content-and-marketing-operations-FHMcpIJmBl) for case-study outreach later.
* Use Secrets for all tokens and keep the email template editable.

## Related articles

* [Lead routing and follow-up](/articles/recipe-score-route-and-follow-up-on-leads-YaHA7hepdQ)
* [Content and marketing ops](/articles/recipe-content-and-marketing-operations-FHMcpIJmBl)
* [How do I connect an MCP server?](/articles/how-do-i-connect-an-mcp-server-RtBQhNBIoy)
* [How do I store credentials with Secrets?](/articles/how-do-i-store-credentials-with-secrets-1D8OUcCo0n)