Send partner confirmation when onboarding moves to done
Send partner confirmation when onboarding moves to done
When partner onboarding cards finish without a test lead check, you can’t verify lead delivery and partners may miss their first live lead. Confirm and log delivery so partners are validated within minutes.
Workflow preview:
Zap details:
Overview
If you start sending live leads without validating delivery, partners miss leads and operations get escalations. This workflow sends a test lead and requests confirmation, so partner managers can validate inboxes within minutes and fix routing before campaigns go live.