Enroll newly upgraded accounts into welcome onboarding sequence

When plan upgrades arrive without linked contacts, your growth team can't start outreach or onboarding for the new account. Reps begin personalized sequences within 30 minutes of the upgrade.

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Overview

Upgrades are high-intent events — but if contacts aren't queued for outreach immediately, onboarding momentum stalls. This workflow finds account users and enrolls them into your welcome sequence so reps can start personalized touchpoints within 30 minutes of upgrade.