Send onboarding survey and update CRM onboarding record

Your onboarding sequence misses timely feedback, leaving Customer Success without adoption signals. Send the survey and update CRM so CSMs see status before weekly review.

Overview

Stop leaving onboarding feedback to chance; this flow sends the survey as soon as an onboarding event occurs and writes the send status back into your CRM so CSMs know who was contacted within minutes. Reduce manual follow-ups and see response status before the weekly review.