1.Normalizes onboarding contact fields
Integrate Formatter by Zapier and data formatting tools to map readable names, dates, and email domains to contact fields.
Add training users to CRM from onboarding webhook
Automatically catch onboarding webhook payloads across Formatter by Zapier, Salesforce, Channeltivity, and Gmail. Create and update when webhook received, provisioning flagged, or contacts get createdβso you can create CRM contacts, update partner user records, and send learner welcomes without manual onboarding follow-up.
How this automation scales your onboarding to CRM contacts
When onboarding webhooks land and contacts are not captured on time, provisioning gaps and missed learner comms can stall onboarding. This automation formats incoming fields and updates Salesforce and Channeltivity records, then sends a welcome emailβso your team can onboard users without delays.
Formatter by Zapieror swap with your favorite app
2.Finds and updates contact by email
Integrate Salesforce and CRM tools to update an existing contact, set provisioning true, and store email domain details.
Salesforceor swap with your favorite app
3.Finds account and creates contact
Integrate Salesforce and CRM tools to search by email domain and create a contact on the best matched account.
4.Finds or creates PRM partner user
Integrate Channeltivity and partner tracking tools to map contact identifiers to a PRM user record and set user provisioning.
Channeltivityor swap with your favorite app
5.Sends learner welcome message
Integrate Gmail and email templating tools to send a welcome email and optionally BCC a training inbox for audit.
Gmailor swap with your favorite app
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Explore all contact management automations
Simplify contact records with automated lead capture, record updates, and duplicate prevention
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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