Send onboarding project start notification to internal team

Your onboarding project records arrive in CRM without marketing context, stalling welcome campaigns and prep. Notifying stakeholders immediately gets materials ready before client kickoff.

Overview

Onboarding launches frequently miss marketing context, leaving campaign managers scrambling. This workflow delivers a concise project-start email to onboarding and marketing stakeholders within minutes, so welcome sequences and kickoff materials are ready before the client kickoff.