Spin up Trello onboarding cards when HubSpot deals close

By General Input

When a HubSpot deal hits Closed Won, Geni builds a tailored Trello onboarding card and pings your customer success team in Slack.

Integrations

  • HubSpot
  • Trello
  • Slack

Type

Agentic Task

Categories

  • Sales
  • Operations

Build me an agent workflow that hands off Closed Won HubSpot deals to my customer success team as Trello onboarding cards.

Trigger: a HubSpot webhook for a deal stage change. The workflow should run whenever a deal moves into the Closed Won stage in my main sales pipeline.

When it fires, the agent should do the following in order:

1. Call HubSpot Get Deal on the deal ID from the webhook payload to pull the full record. I need the company name, the primary contact (name and email), the deal amount, the plan tier the customer signed up for, the product or products on the deal, and any notes from the deal record.

2. Create a new Trello onboarding card in a configured board and list (I will tell it which board and list at setup) using Trello Create a Card. The card title should be the company name. The description should include the deal value, the primary contact's name and email, the plan tier, the products purchased, and any notes copied from the HubSpot deal record.

3. Write a tailored onboarding checklist based on the plan tier and product the customer bought. An Enterprise customer should get a longer checklist that covers SSO setup, security review, a procurement and legal handoff, a kickoff call, technical integration steps, and a 30 and 60 day check-in. A self-serve or starter plan should get a lighter checklist (welcome email, product tour, first-value milestone, billing confirmation). Use Trello Create a Checklist to add a checklist to the card, then Trello Create a Checklist Item for each item on the list.

4. Post a Slack message to my customer success channel (I will configure the channel) using Slack Send a Message. The message should announce the new customer, include the company name, the deal size, the plan tier, and a link to the Trello card that was just created.

Notes for the agent: the checklist content should be generated by the model based on the plan tier and products, not hardcoded. Keep the Slack message short and friendly, two or three lines. If the deal has no plan tier or product on it, fall back to a generic onboarding checklist and flag that in the Slack message so a CSM can fill in the gaps.

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