Automate Client Onboarding in 5 Steps (Works with Any CRM or PM Tool)

Tired of manual client onboarding? Automate the entire process with a workflow that works across any CRM, forms tool, or project management platform.

In this step-by-step video, I walk through a complete client onboarding automation using HubSpot, Zapier, Airtable, and Fillout. The same framework also works with Salesforce, Pipedrive, ClickUp, Notion, and more.

Perfect for agencies, B2B companies, and service-based businesses that want to:
Eliminate time-consuming onboarding tasks
Prevent client drop-offs or missed steps
Kick off new projects faster and more consistently
Deliver a seamless, professional onboarding experience

This automation workflow includes:
✅ Triggering onboarding when a deal is marked closed in your CRM
✅ Sending a dynamic intake form to new clients
✅ Following up with automated email reminders
✅ Auto-creating projects and tasks using templates
✅ Tracking everything inside Airtable (or your preferred tool)

Even if you're using different tools, this video explains the logic, structure, and key automations that will help streamline your onboarding process and reduce operational friction.

Want help automating this for your business? Book a free consultation at LocodeSystems. We connect tools, teams, and workflows.
🌐 https://www.locodesystems.com/#contact

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