Auto-Create a Slack Channel for Every New Customer

When a new deal closes in your CRM, the agent creates a private Slack channel, invites the right people, posts the customer brief, and pins the kickoff checklist.

Webhook + WhatsAppchannelsonboardingautomation

Conversation example

Webhook received: HubSpot deal stage → 'Closed Won' (Deal: Northwind Labs, $48k ARR)
http_request → Slack conversations.create

New customer just closed — Northwind Labs. Spinning up their Slack channel now.

whatsapp_web_send

Channel created: #cust-northwind-labs - Type: Private - Invited: @sales-owner, @csm-lead, @onboarding-eng, @support-triage - Topic: 'Northwind Labs — $48k ARR — CSM: Priya' - Pinned: Kickoff checklist + signed MSA from HubSpot - Posted: Customer brief (industry, stack, timezone, champion) Also DM'd Priya on WhatsApp so she can book the kickoff call. Welcome Northwind!

More Slack use cases

Deploy this in minutes

Create a LunoGen agent, connect Slack, and start running this workflow from WhatsApp today.

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