Create seamless onboarding experiences with automated welcome sequences, account setup, training scheduling, and progress tracking. Reduce time-to-value and improve retention.
Key benefits of customer onboarding automation
See how this automation works step by step
Trigger
New customer signed up or deal closed
Create customer account
Send welcome email sequence
Schedule kickoff call
Provision product access
Assign CSM
Start training modules
Track completion milestones
Alert CSM if engagement drops
Output
Onboarded customer with progress tracked
Common implementations of this use case
SaaS customer onboarding
Enterprise implementation
Self-service activation
Training enrollment
Build your first workflow today
Start with a customer onboarding automation template or build from scratch
Authenticate with the apps you need via OAuth or API key
Modify triggers, actions, and logic to match your process
Turn on your workflow and watch it run automatically
Frequently asked questions about customer onboarding automation
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