Send onboarding message to contact when company accesses platform
Send onboarding message to contact when company accesses platform
Your company access events often go unmatched, leaving contacts without a welcome or next step. It sends a short onboarding message to the linked contact so they can engage same day.
Overview
When a company first touches your product, the linked contact should get a proactive welcome rather than waiting for manual outreach. This workflow finds the contact tied to the company access event and sends a templated onboarding message, so customer success can drive activation same day.