Build a Custom Onboarding Workflow for New Users in HubSpot
13 min read
Build a Custom Onboarding Workflow for New Users in HubSpot

New hires deserve more than a messy inbox and a list of links. Automating your onboarding process in HubSpot helps ensure every employee gets the resources, reminders, and support they need right from day one.

In this video, we'll show you how to build a personalized onboarding workflow in HubSpot that sends welcome emails, assigns key tasks, and checks for critical setup steps like email and calendar connection.