FinanceBusiness Development

HubSpot Lead-to-Onboarding

Built for RIA Business Development Teams.

When a HubSpot deal closes, open the onboarding workspace, send the welcome packet, and create the onboarding tasks, reducing manual handoff for RIA business development teams.

Why this matters

The manual work this replaces

BD coordinators close a HubSpot deal and then spend an hour opening the onboarding workspace, sending the welcome packet, and creating onboarding tasks across systems.

What Caddi does

How the automation runs

  1. HubSpot
  2. Asana
  3. Docusign

This process handles a closed-won HubSpot deal. It receives the closed-won event, looks up the contact and engagement details in HubSpot, opens the onboarding workspace in Asana with the standard task template, sends the welcome packet through Docusign with merge fields populated from HubSpot, and notifies the responsible advisor with a summary of what was set up.

Value created

What changes after Caddi

Turns a closed-won HubSpot deal into a fully scaffolded onboarding workspace and welcome packet with no manual handoff.

Browse all
Finance

Cash Request Processing

Pre-fill cash request forms with household and account details, validate the requested amount against available cash, and route the request for advisor approval and signature, reducing manual processing for client services teams.

Finance

Model Selection Forms

Pull household and account details to populate a model selection form and send it for signature, reducing manual form prep for advisor teams.

Finance

Signed IPS Archiving

Download signed investment policy statements, archive the PDFs with the right metadata, and update the related household record and task, reducing manual post-signature processing for investment operations teams.

See it on your stack

Want HubSpot Lead-to-Onboarding automated at your firm?

Show us this workflow and we'll demo Caddi running it end-to-end on your tools.