Enroll updated account rows into cohort onboarding workflow
Enroll updated account rows into cohort onboarding workflow
Your onboarding spreadsheet rows often require manual enrollment, leaving accounts unprepared for outreach. Enrolled contacts enter the cohort and notify account teams the same day.
Overview
Manual enrollment from spreadsheets delays outreach and leaves accounts cold. This flow automatically updates the CRM, enrolls contacts into the onboarding cohort, and logs the run so account teams can act the same day.