Smart CSM assignment & AI welcome emails for HubSpot deal wins with Gmail

About This Workflow

What This Workflow Does

This n8n automation workflow automates the critical handoff from sales to customer success by assigning Customer Success Managers (CSMs) to new HubSpot deal wins and sending AI-powered welcome emails through Gmail. The workflow ensures a seamless transition and helps build strong customer relationships from the start. By automating these tasks, teams can save time and focus on high-value activities.

Who Should Use This

This workflow is designed for HubSpot users who want to streamline their customer success operations and improve the onboarding experience for new customers. It's ideal for Customer Success and Sales teams looking to automate repetitive tasks and enhance collaboration.

Key Features

• Automated CSM Assignment: Assigns the correct CSM to new deal wins based on company or account data.
• AI-Powered Welcome Emails: Sends personalized welcome emails through Gmail using AI-generated content.
• Integration with HubSpot: Connects with HubSpot to trigger the workflow on new deal wins.

How to Get Started

To use this workflow, import it into your n8n environment and customize the settings to match your company's requirements. Configure the HubSpot and Gmail integrations, and adjust the CSM assignment and welcome email content to fit your team's needs.