Pause onboarding sequence when a customer books a call

Your onboarding emails keep sending after a customer books a call, creating duplicate messages. Success managers get clear context and avoid duplicate outreach before the meeting.

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Overview

Customers who book onboarding calls shouldn’t continue to receive automated emails that confuse them or your team. This flow pauses the onboarding sequence and updates the onboarding record within minutes so success managers arrive prepared and avoid redundant outreach.