Automated onboarding emails to new customers

Purpose

1.1. Guide new customers of aluminum window products through the onboarding process via automated email series tailored to corporate clients in the building materials industry.
1.2. Deliver installation guides, care instructions, warranty details, contact methods, key account contacts, support links, and value propositions.
1.3. Maximize customer engagement, reduce queries, standardize onboarding experiences, and accelerate customer satisfaction.

Trigger Conditions

2.1. New customer record creation in ERP, CRM, web portal, or form submission.
2.2. Status update in order management or sales pipeline to "closed/won" or "new business."
2.3. Customer addition to designated email marketing or onboarding list.
2.4. API notification from website, distributor portal, or partner integration indicating new account.

Platform Variants

3.1. Salesforce
• Feature/Setting: Process Builder or Flow to auto-initiate email via Email Alerts on new Account.
3.2. HubSpot
• Feature/Setting: Workflow Automation, trigger: new contact in ‘corporate’ list, action: Send Onboarding Email.
3.3. Microsoft Dynamics 365
• Feature/Setting: Power Automate flow, trigger: new Account, action: Send Email via Outlook connector.
3.4. Zoho CRM
• Feature/Setting: Workflow Rule for new Lead/Contact, action: Email Notification.
3.5. Pipedrive
• Feature/Setting: Workflow Automation, trigger: new Deal in “Building Materials”, action: Email Message.
3.6. Mailchimp
• Feature/Setting: Audience automation, trigger: contact added to “Aluminum Windows”, action: Welcome Email Series.
3.7. ActiveCampaign
• Feature/Setting: Automations, trigger: tag “New Customer - Aluminum”, action: Send Email Sequence.
3.8. SendGrid
• Feature/Setting: Marketing Campaign, trigger: API Add Recipient, action: Autoresponder Series (POST /marketing/contacts, POST /mail/send).
3.9. Amazon SES
• Feature/Setting: Lambda function on event, action: Send custom onboarding email (SendEmail API).
3.10. Google Workspace (Gmail)
• Feature/Setting: Apps Script on Google Sheet “Customer Intake”, action: sendEmail function execution.
3.11. SAP CRM
• Feature/Setting: Workflow Action for new Customer, action: Email Task.
3.12. Intercom
• Feature/Setting: Series Automation, trigger: New corporate client attribute, action: onboarding message.
3.13. Freshsales
• Feature/Setting: Workflow Automation, trigger: new Account in “Building Materials”, action: Email Notification.
3.14. Oracle Netsuite
• Feature/Setting: SuiteFlow, trigger: new Customer record, action: Send Email.
3.15. Outlook 365
• Feature/Setting: Power Automate Connector, trigger: Sheet/Form/CRM entry, action: Send Onboarding Email.
3.16. Klaviyo
• Feature/Setting: Flow, trigger: List/Segment join, action: Welcome Email.
3.17. Marketo
• Feature/Setting: Smart Campaign, trigger: Added to Program, action: Send Email Asset.
3.18. Bitrix24
• Feature/Setting: Workflow Rule, trigger: new Company in relevant pipeline, action: Email Template.
3.19. monday.com
• Feature/Setting: Automation Recipe, trigger: item added to board, action: Outlook/Gmail Email integration.
3.20. Keap (Infusionsoft)
• Feature/Setting: Campaign Builder, trigger: Tag applied “new aluminum window customer”, action: Email Follow-up.
3.21. Customer.io
• Feature/Setting: Triggered Message workflow, trigger: segment join, action: Send onboarding email.
3.22. Slack
• Feature/Setting: Workflow Builder, trigger: new Google Form/CRM entry, action: email via integration (with connectors).

Benefits

4.1. Reduces manual onboarding workload, lowers response lag.
4.2. Ensures every corporate customer receives the same, detailed orientation.
4.3. Accelerates delivery of information critical to installation, compliance, and warranty activation.
4.4. Enhances customer confidence, experience, and future up-sell probability.
4.5. Centralizes onboarding history for audit and improvement.