- User Automation
- User Onboarding
- Automate onboarding updates
Track and update onboarding progress and engagement
This automation category streamlines the entire onboarding journey by automatically capturing, tracking, and updating progress and engagement data across your tools without manual effort. It consolidates status changes, task completions, feedback submissions, and background check results into a single, up-to-date view so teams stay aligned and responsive. By integrating notifications, data syncs, and engagement insights, it ensures timely follow-ups, reduces friction, and enhances new user or employee experiences.
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Formatter by Zapier
Airtable
Skool
Google Sheets
HubSpot
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PostgreSQL
Intercom
Jotform
Iterable
Trainual
Pipedrive
Zapier Tables
Circle
- Track missed onboarding calls, format data, and update records in Airtable
- Capture membership responses in Google Sheets, create new row, lookup existing row, and update details
Capture membership responses in Google Sheets, create new row, lookup existing row, and update details
- Update ticket status in HubSpot when onboarding call is booked
Update ticket status in HubSpot when onboarding call is booked
- Update user onboarding information in Intercom from PostgreSQL changes
Update user onboarding information in Intercom from PostgreSQL changes
- Capture User Insights from Jotform Submissions to Enhance Marketing Strategies in Iterable
Capture User Insights from Jotform Submissions to Enhance Marketing Strategies in Iterable
- Notify Stakeholders and Update Onboarding Progress in HubSpot When Training is Completed in Trainual
Notify Stakeholders and Update Onboarding Progress in HubSpot When Training is Completed in Trainual
- Stay Updated: Move Deals to Pending Stage in Pipedrive When Activities Are Completed
Stay Updated: Move Deals to Pending Stage in Pipedrive When Activities Are Completed
- Stay Updated on Onboarding Support: Track User Interactions with Zapier Tables
Stay Updated on Onboarding Support: Track User Interactions with Zapier Tables
- Engage and Support: Notify Community Members with Tags and Messages Upon Course Completion in Circle
Engage and Support: Notify Community Members with Tags and Messages Upon Course Completion in Circle