Keep partner onboarding moving, business owners get alerts

Business owners lose partner form visibility, creating onboarding backlogs and stalled CRM entries and map listings. This workflow alerts operations and partnerships so records are updated and listings go live promptly.

Overview

Missed partner form submissions stall onboarding and leave map listings outdated. This workflow gets operations and partnerships notified, creates CRM records, and assigns onboarding tasks so listings go live and responsibilities are clear — teams report faster handoffs and fewer missed follow-ups.

Notable Features

Send alerts to operations and partnerships
Create partner record in CRM
Assign onboarding tasks and checklists