Help sales ops get new customers to complete onboarding

Sales ops miss onboarding steps when payment alerts go unhandled, causing stalled contracts. It emails qualifying payers the onboarding form so sales can begin contracts quickly.

Overview

Missed onboarding after payment stalls contracts and frustrates new customers. This workflow sends onboarding requests to qualifying payers and creates follow-up tasks for sales ops, removing manual outreach so sales and onboarding can start implementation quickly. Teams report smoother handoffs and fewer manual follow-ups.

Notable Features

Email qualifying customers onboarding form
Route completed forms to sales ops
Create contact task for follow-up