Add onboarding completion rows to customer lifecycle spreadsheet
Add onboarding completion rows to customer lifecycle spreadsheet
Your onboarding cards don't feed a single customer record, so start and end dates get missed. Rows are added to the customer sheet so coordinators can segment cohorts and act same day.
Workflow preview:
Zap details:
Overview
Lost visibility on onboarding start and end dates slows campaigns and coach handoffs. This flow posts a team alert and writes a normalized row to your customer sheet so program coordinators and campaign managers can segment and act within minutes, enabling same-day follow-up.