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This N8N workflow automates the customer onboarding process for customer success teams, ensuring a seamless and efficient client setup experience.
It begins when a new customer is added to the CRM (e.g., HubSpot, Salesforce) and automatically triggers a series of steps: sending a personalized welcome email, scheduling a kickoff meeting, provisioning access to relevant tools, and creating tasks for the onboarding team. The workflow integrates with email platforms (Gmail, Outlook), calendar tools