HubSpot deal closed → Lindo client workspace.
The moment your HubSpot deal hits Closed won, Lindo provisions a branded workspace, seeds a starter site, and emails the client. Zero ops work from your team.
Deal stage updated to Closed won
in HubSpot
3 actions
Create workspace
Send welcome email
Result
Client has a branded workspace in under 60 seconds.
No one on your team touches anything.
Works with ZapierWorks with n8nWorks with Make
Setup
Four steps. About 12 minutes.
Connect HubSpot to Zapier (or n8n).
Use the HubSpot integration — authenticate with the account running your agency's deals.
Connect Lindo to Zapier.
Grab your Lindo API key from Settings → Integrations, paste it into the Lindo app.
Build the Zap with the template below.
One trigger (Deal stage = Closed won) and three actions (create workspace, seed site, send email). Map the client email, company name, and contact fields.
Turn it on and test with a real deal.
Move an existing test deal to Closed won. Confirm the client got the email with the portal URL.
Under the hood
The JSON recipe (for n8n or custom pipelines)
recipe.json
{
"trigger": "hubspot.deal.closed_won",
"actions": [
{
"app": "lindo.ai",
"method": "POST /api/workspaces",
"body": {
"name": "{{ deal.company }}",
"owner_email": "{{ deal.primary_contact.email }}",
"plan": "client"
}
},
{
"app": "lindo.ai",
"method": "POST /api/sites",
"body": {
"workspace_id": "{{ steps.previous.id }}",
"template": "agency-client-starter"
}
},
{
"app": "gmail.com",
"method": "send",
"to": "{{ deal.primary_contact.email }}",
"template": "welcome_client"
}
]
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