Create trial accounts and update CRM from webhooks
Create trial accounts and update CRM from webhooks
You get onboarding webhooks that require trial account provisioning, forcing IT to create accounts manually and delaying access. Provision accounts and update the contact so users gain access within minutes.
Workflow preview:
Zap details:
Overview
When onboarding webhooks require manual account creation, IT spends time and new users wait for access. This flow provisions trial accounts and updates CRM records automatically, freeing provisioning staff and delivering access within minutes.