End-to-end onboarding automation — from form submission to fully configured account, HubSpot ticket, Slack notification, and signed contract.
The client wanted a fully automated process for creating new GHL CRM subaccounts whenever a customer submitted their details through a GHL form.
Before this automation, subaccounts had to be manually created and configured — including workflows, funnels, popups, and service subscriptions. Support teams manually scheduled follow-ups, created tickets, sent contracts, and updated multiple systems. The whole process was time-consuming, error-prone, and inconsistent.
I built a custom automation that handles the entire onboarding chain: creates the GHL subaccount with a full snapshot, creates a HubSpot support ticket, schedules follow-up meetings, generates popups and subscriptions based on the plan, updates Google Sheets, sends Slack notifications, and dispatches the initial contract for signature.
Full-Stack Developer — designed, implemented, and maintained the full automation workflow.
Automated Subaccount Creation
Creates a GHL subaccount with a pre-configured snapshot of workflows, funnels, popups, and service subscriptions. The entire setup that previously took 30+ minutes of manual work now completes automatically.
Support Automation
Automatically creates a HubSpot ticket and schedules follow-up meetings for the customer support team — no manual handoff required.
Multi-System Updates
Updates Google Sheets with new account data, sends Slack notifications to relevant channels, and triggers a contract email to the customer for signature — all in a single automated flow.
Scalable & Reliable
Handles multiple new subaccounts daily without failures. Replaced the original Zapier-based implementation that was failing under load.