Customer Onboarding — Account Setup

1 · Account & main contact

Property group "Onboarding Details" · object: Account

Date *

Account Owner *

Registered Company Name *

Account Type *

Account Size *

Number of Potential Doors *

Vertical *

Main Contact Info

Order Confirmation Email Address *

Registered Address

Full Street Address *

City *

Country *

Postal Code *

2 · Payment details

Please provide signed bank confirmation of IBAN.

VAT Number *

Company Registration Number *

Bank Name *

Account Number *

Sort Code *

IBAN *

BIC *

Select Currency *

Payment Method *

Please upload signed bank confirmation of IBAN *

3 · Invoice details

Property group "Onboarding Details" · object: Account + Account Payable Contact

Is the billing address same as Account address? *

Yes No

"Yes" copies the Account address into the Bill-To fields automatically. "No" opens the Bill-To fields below to fill in separately.

Account Payable Contact

Contact Person — First name *

Contact Person — Last name *

Telephone Number *

Contact Person — Email *

Bill-To Email Address *

4 · Delivery locations

Each delivery location is a separate Contact record (type_of_account_contact = "Delivery Location Contact"), associated to the Account — not a separate custom object. Up to 3 per submission.

5 · Order & logistics

Drives fulfillment and pallet/labeling requirements.

6 · Internal information

Property group "Onboarding Details" · object: Account. Filled in after the customer's submission is received.

Customer Group *

Customer Market *

Incoterm *

Incoterm Location *

Payment Terms *

First Order Expected Date *

Monthly Expected Sales *

Onboarding Valid From *

Additional Agreements/Info

7 · Products

Each product picked becomes its own Account Product record (custom object), associated directly to the Account — no Deal or Line Items involved. Filled in after Customer Group above is set, so options are filtered by both Account Country and channel (Retail vs. Food Service).

Do they require deviation from standard Sleeves? *

Yes No

8 · Review & submit

Submitting creates the Account, Contact, and Product Item records live in HubSpot, and notifies Customer Care.

1 · Account & main contact

Main Contact Info

Registered Address

2 · Payment details

3 · Invoice details

Account Payable Contact

4 · Delivery locations

5 · Order & logistics

Time Slot Booking Contact

Delivery Note Contact

6 · Internal information

7 · Products

8 · Review & submit

Raw payload (technical details)

Submission stopped — needs manual follow-up