Pay-to-Kickoff Automation is a HubSpot Revenue Hub play that uses payment events as workflow triggers: the moment a payment succeeds, HubSpot opens the onboarding project, requests access, sends the welcome email with a kickoff scheduler and hands off to CS with the deal, contract and payment context.
See it in HubSpotTalk to us about this playThe problem: After a customer pays, someone has to notice, provision access, send the contract and book the kickoff.
How to read it: Follow a fictional customer who pays $10,000 for a Diagnostic by payment link: onboarding opens two minutes later and the kickoff is booked the next day, instead of nine days later. The bar on top shows which part of the play you're on, and the orange boxes point at what matters on each screen.
Try it: switch the payment-link branch (step 2) and book the kickoff slot (step 4). Use Next / Back or your arrow keys. Illustrative mockup with fictional customers.
Trigger on payment succeeded from any source (quote, invoice or payment link) and, for payment links, branch on the link (Source ID) so each offer starts its own onboarding.
Create the onboarding ticket or project with every setup task: access requests, a Slack channel, an Asana task, data request.
One email from a named person: what happens next, the access link and the assigned CSM’s scheduler.
The onboarding ticket carries what was bought, why, by whom, and the customer’s other contracts and payments.
Browse all 28 quote-to-cash plays in the HubSpot Revenue Hub playbook, or start with how to use HubSpot Revenue Hub.
Yes. With payments collected in HubSpot, a workflow can trigger when a payment succeeds from a quote, invoice or payment link, and branch by the payment link the customer used.
Create the onboarding ticket or project, send access requests, send a welcome email with a kickoff scheduler, assign the CSM and notify the team.
Closed-won reflects a rep’s judgment; a successful payment confirms the customer is committed, so work never starts unpaid.
Time from payment to kickoff, manual onboarding steps removed, and onboarding completion rate.
JayOh is a HubSpot Platinum Partner. A Growth Pod scopes the play against your portal, builds it in sprints and sets up the reporting so you can see it working.
We engineer growth systems. JayOh builds the RevOps architecture, GTM execution and data infrastructure that turn messy revenue operations into predictable pipeline for B2B SaaS and PE-backed teams.
