Skip to content
Add paid job customers to onboarding contact list

Add paid job customers to onboarding contact list

Your paid job records miss a quick handoff, leaving onboarding coordinators without verified contact for setup. It adds customers to your onboarding audience so coordinators can begin outreach day-of.

Add paid job customers to onboarding contact list

Workflow preview:

Zap details:

Add paid job customers to onboarding contact list