Skip to content
Create onboarding folders and copy calendar for clients

Create onboarding folders and copy calendar for clients

Unprovisioned onboarding folders make CSMs hunt for client assets and stall kickoffs. Folders and a starter marketing calendar are created and linked to the customer record for same-day handoff.

Create onboarding folders and copy calendar for clients

Workflow preview:

Zap details:

Create onboarding folders and copy calendar for clients