Client Onboarding Workflow (1).json

This Client Onboarding Workflow automates the VIP enrollment process for "Daily Bean," handling everything from data validation to multi-step customer engagement.

1. Data Intake & Validation

• Trigger: Starts when a user submits a specific Jotform.
• Verification: An If node checks that both the name and email fields are populated.
• Error Handling: If data is missing, it sends an immediate Telegram alert to the team with a timestamp of the failure.

2. Initial Onboarding

If the data is valid, the workflow simultaneously executes three actions:

• CRM Integration: Creates a new contact in HubSpot using the customer's name and email.
• Internal Alert: Sends a Telegram notification to the team announcing the new customer.
• Welcome Email: Sends an initial Gmail welcoming the customer to the VIP program.

3. Automated Engagement Sequence

The workflow uses several Wait nodes to space out customer communications:

• Program Guide: After 2 seconds, it downloads a PDF from Google Drive and emails it to the customer via Gmail.
• Special Offer: After a 1-second delay, it updates the HubSpot lead status to IN_PROGRESS and sends a "Special Offer" email featuring complimentary drinks.
• Completion: After a final 2-second delay, it sends a "Onboarding Complete" email.

4. Finalization