Send onboarding email and notify team of new buyer
Send onboarding email and notify team of new buyer
You get new buyer sales without an onboarding step, leaving account teams without context and delaying setup. The workflow emails the buyer and pings sales ops so setup starts the same day.
Overview
New paid buyers often land in your system without onboarding context, which stalls setup and wastes rep time. This flow emails buyers an onboarding form and notifies sales ops so account teams have what they need to act the same day.