Templates
Sales
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.
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Introduction:
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Automations setup:
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Record opportunity details
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Record account details
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Enter contact details
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Input account manager details
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Manager approval:
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Inform Sales team in Slack:
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Send contract for signing with Docusign:
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Send contract for signing (Docusign)
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Record onboarding call
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Enter meeting notes
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Decide if there is opportunity for expansion
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Generate record of opportunity in Google Sheets:
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Record opportunity in Google Sheets
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Create opportunity in Salesforce
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Complete onboarding process
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Sources:
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Related checklists: