Update onboarding status on new self-onboard leads in CRM

When self-onboard leads arrive without in-product identity, your growth and onboarding teams miss timely outreach and handoffs. It appends onboarding workflow details to the lead record so owners act with full context same day.

Update onboarding status on new self-onboard leads in CRM

Overview

Update onboarding status on new self-onboard leads in CRM