Templates
Sales
Customer Onboarding With Automations
Customer Onboarding With Automations
🔁

Customer Onboarding With Automations

Get started with PS Automations feature. Automate your customer onboarding processes by enabling automations with tools like Salesforce, Slack, Google Sheets, and DocuSign.
1
Introduction:
2
Automations setup:
3
Record opportunity details
4
Record account details
5
Enter contact details
6
Input account manager details
7
Manager approval:
8
Inform Sales team in Slack:
9
Send contract for signing with Docusign:
10
Send contract for signing (Docusign)
11
Record onboarding call
12
Enter meeting notes
13
Decide if there is opportunity for expansion
14
Generate record of opportunity in Google Sheets:
15
Record opportunity in Google Sheets
16
Create opportunity in Salesforce
17
Complete onboarding process
18
Sources:
19
Related checklists: