HubSpot Closed Won to Trello onboarding card with Slack alert

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.

Additional information

What does this prompt do?

Watches HubSpot for deals that move to Closed Won and kicks off as soon as one does.
Pulls the full deal record so the company, primary contact, deal size, plan tier, and notes are all in one place.
Creates a Trello onboarding card with a checklist tailored to the plan and product the customer bought.
Posts a friendly heads-up in your customer success Slack channel with a link to the new card.

What do I need to use this?

A HubSpot account with permission to read deals and the deal stage you want to watch.
A Trello account and the board where new customer onboarding cards should land.
A Slack workspace and the channel where you want the customer success team notified.

How can I customize it?

Choose which Trello board and list new cards drop into, and which Slack channel gets the heads-up.
Adjust the checklist templates for each plan tier so Enterprise customers get the longer SSO and security walkthrough while self-serve plans get a lighter list.
Add labels, due dates, or owners to the Trello card so the right CSM picks it up without anyone having to triage.

Frequently asked questions

Does this only fire on Closed Won deals?

By default yes. The workflow watches your HubSpot pipeline and only runs when a deal moves into the Closed Won stage, so it stays quiet for everything else.

Can I point it at a different deal stage or pipeline?

Absolutely. Tell Geni which stage or pipeline to watch (for example, a renewal pipeline or a custom expansion stage) and it will swap in for Closed Won.

How does the checklist change based on what they bought?

Geni reads the plan tier and product from the deal, then generates a checklist that fits. Enterprise gets items like security review, SSO setup, and a kickoff call. Self-serve gets the shorter starter list.

What if my Trello board has different lists for different customer segments?

Tell Geni how you segment, for example by deal size, region, or industry, and it will route the new card to the right list automatically.

Can I send the Slack message to different channels depending on deal size?

Yes. You can route large deals to a leadership channel and smaller deals to the regular customer success channel. Just describe the rule when you set it up.