Customer onboarding

Template prepared for a HubSpot customer trigger

StatusConnecting

Elapsed00:00.000

WorkflowCustomer onboarding v4.8

Run ownerRevenue Operations

STEP 01Webhook intakeWaiting for payload

STEP 02Company enrichmentWaiting for intake

STEP 03Risk analysisWaiting for enrichment

STEP 04Human approvalWaiting for risk analysis

STEP 05Account provisionWaiting for approval

STEP 06Welcome sequenceWaiting for provision

WORKFLOW TEMPLATE / V4.8

Customer onboarding is ready

6 deterministic steps

Launch the run to validate the incoming account, join company evidence, evaluate risk, and exercise the human approval gate.

Seeded HubSpot payload Policy KYC-44 enabled Recovery path available