Skip to content
Create onboarding tracker row for onsite product accounts

Create onboarding tracker row for onsite product accounts

Accounts that change to onsite editions often go untracked, delaying kickoff and resourcing. Coordinators can schedule onboarding the same day because qualifying accounts are logged.

Create onboarding tracker row for onsite product accounts

Workflow preview:

Zap details:

Create onboarding tracker row for onsite product accounts