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Create client account and contact from onboarding form

Create client account and contact from onboarding form

Your onboarding form has inconsistent contact and company fields that slow account creation. You get client and contact records created, KVK proof attached, and a branded welcome link sent same day.

Create client account and contact from onboarding form

Overview

When onboarding forms arrive with messy data, account creation stalls and vacancy sourcing is delayed. This flow converts each submission into a cleaned CRM account and contact, stores KVK proof, and sends a branded welcome link so your team can begin intake the same day.

Create client account and contact from onboarding form