Customer onboarding

Customer onboarding

Is there a way to have customer onboarding happen once a deal is won?

For instance, once a deal is selected as won,

An email is sent to customer to start an onboarding process.
1. Forms
2. Uploads
3. Billing update
4. Product/upsell selections. 

I need a way to integrate our CRM into an automated onboarding process so out marketing agency can get to work quickly.