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CRM & Sales Pipeline

Onboard New HubSpot Customers with OpenAI, Calendar and Gmail

When a webhook announces a new customer, an OpenAI agent books onboarding events in Google Calendar and Gmail sends the welcome emails.

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What it does

## What does it do? Objective: Streamline the onboarding process for new customers, ensuring they receive all necessary resources and support. Trigger: Set a webhook trigger or a CRM trigger (like HubSpot or Salesforce) for when a new customer is added. Send Welcome Email: Use the Gmail or SMTP node to send a personalized welcome email to the customer. Schedule a Welcome Call: Use the Calendar node (Google Calendar) to automatically create a calendar event for a welcome call. Assign a CSM: Use the CRM node (like HubSpot) to assign the new customer to a dedicated CSM.

The steps

  1. Webhook
  2. Try Again
  3. Success
  4. Calendar Agent
  5. Create Event with Attendee
  6. Create Event
  7. Get Events
  8. Delete Event
  9. Update Event
  10. When Executed by Another Workflow
  11. OpenAI Chat Model2
  12. calendarAgent
  13. Structured Output Parser
  14. Get list of owners

25 steps in total.

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