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Creating an Onboarding Pipeline with HubSpot Service Hub & Sales Hub

63% of customers consider a company's onboarding program when deciding to make a purchase. This guide shows you how to build an automated onboarding pipeline using HubSpot's Sales Hub and Service Hub, so customers move from Closed Won to fully onboarded without dropped handoffs or manual busywork.

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What You’ll Find Inside

See how Sales Hub and Service Hub share the same Smart CRM for full visibility across teams, then get step-by-step instructions for setting up workflow automation that triggers onboarding the moment a deal closes. From there, you'll learn how to build a dedicated onboarding pipeline with customizable stages, and how to automate communication, follow-up tasks, and feedback surveys based on customer behavior and milestones all without manual handoffs between sales and service.

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Who This Is For

This guide is built for sales and customer success leaders, HubSpot admins, and operations teams responsible for the handoff between closing a deal and onboarding a customer. It's especially useful for growing teams that want to replace manual, inconsistent onboarding with a repeatable, automated process inside HubSpot.

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Campaign Creators was an excellent partner during our migration from Pardot to HubSpot Marketing Hub and Salesforce integration project. Kayla, Kat, and team provided expert guidance on implementation, data migration, CRM strategy, reporting, and training, helping us build a strong foundation in HubSpot. They were responsive, organized, and proactive throughout the engagement, making a complex transition much easier to manage. We highly recommend them to any organization looking for a trusted HubSpot implementation partner.
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Brown D.
Great onboarding experience! The team was professional, knowledgeable, and responsive throughout the process. They made implementation smooth and were always available to answer questions and provide guidance. Thank you for the excellent support!
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Hughs K.
Working with Campaign Creators made the onboarding process a breeze when it could have been a hurricane. Campaign Creators simplified the process to the point that I was still able to complete my daily tasks while fully integrating an advanced CRM and Marketing system into our workplace without disruption. The knowledge they provided gave me confidence to allow my team to take the ball and run efficiently without a complete overhaul.
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Schnaiderman, K.
Highly positive experience working with Campaign Creators, who guided us through the process of establishing a formal marketing, sales, and onboarding process for our new product Orderly. Though we faced challenges with duplicate accounts due to our current CRM and PartsTrader architecture, we were able to overcome those challenges and still deliver a successful project. It was a great pleasure working with this team. Scott D
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David S.
 
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