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Customer Onboarding With Automations

Get started with PS Automations feature. Automate your customer onboarding processes by enabling automations with tools like Salesforce, Slack, Google Sheets, and DocuSign.

Introduction:

Automations setup:

Record opportunity details

Record account details

Enter contact details

Input account manager details

Manager approval:

Inform Sales team in Slack:

Send contract for signing with Docusign:

Send contract for signing (Docusign)

Record onboarding call

Enter meeting notes

Decide if there is opportunity for expansion

Generate record of opportunity in Google Sheets:

Record opportunity in Google Sheets

Create opportunity in Salesforce

Complete onboarding process

Sources:

Related checklists:

Introduction:

This is an example template of how you can use automations to streamline your Customer Onboarding processes.

Automations allow you to build custom workflows by passing data and triggering actions to and from other apps, making work faster and more consistent.

We designed this template to facilitate the complete onboarding process using automations to reduce the workload for you, your team, and your client.

Each automation has its own set of actions and triggers, which you can learn about in these help articles:

Important: You'll need to ensure you have an account set up with these tools to enable automations.

Let's get started! 🚀

Automations setup:

Say that your Sales Team just closed a new opportunity in Salesforce. Using automations you can set that action to trigger this customer onboarding workflow within Process Street. By enabling this automation the workflow will come equipped with all of the customer's details automatically pushed through.

To activate automations go to preview mode of the workflow (not in edit mode) click "Automations"

Once in Automations select "Run a checklist when" + " a record is updated" and select Salesforce.
Select the record and follow the additional steps in the automations wizard.
Then turn the switch to "on" to activate the automation.

Record opportunity details

Opportunity ID: {{form.Salesforce_Opportunity_ID}}

Opportunity value $

Opportunity Type

Record account details

Company Name

Customer Website

Enter contact details

Primary Contact ID: {{form.Salesforce_Primary_Contact_ID}}

Contact email

Contact first name

Contact last name

Input account manager details

Account ID: {{form.Salesforce_Account_ID}}
Opportunity ID: {{form.Salesforce_Opportunity_ID}}
Owner ID: {{form.Salesforce_Owner_ID}}

Account Manager Name

Account Manager Email

Manager approval:

Record account details
Will be submitted
Input account manager details
Will be submitted
Enter contact details
Will be submitted

Inform Sales team in Slack:

Follow the steps below to inform the broader sales team in the #sales Slack channel.

Check out this help article for guidance.

Configure the Slack automation 1. Select "when a task is checked"

3. Choose the Slack channel and input the message

4. Turn on the automation

Send contract for signing with Docusign:

Use the next task to automate the signing of a contract with Docusign. Data from your checklist can be mapped across into DocuSign, and the designated people sign and complete the document.

You'll need to have a premium plan within Docusign to set up this automation.

Visit the help page for for further guidance setting up this automation.

Configure the Docusign automation

1. Select "when a task is checked"

2. Choose the send contract for signing (Docusign)

3. Choose Docusign and input the action

4. Turn on the automation

If setup correctly the Docusign icon will appear in the Manager approval header, as demonstrated in the image above.

Send contract for signing (Docusign)

Complete this task to send the customer contract for signature
via DocuSign

Date contract sent:

Record onboarding call

Onboarding Call Attendance

1

Present
2

Running Late (3-5 Minutes)
3

No-Show (7-10 Minutes)

Online Meeting Link

Running Late Email Template

No Show Email Template

Enter meeting notes

Customer Goal

Customer's Goal

Goal Date

Who has ownership of this goal?

Meeting Notes (for Internal Purposes):

Meeting #1 Date

Meeting #1 Other Notes

Meeting #1 Call Recording

Decide if there is opportunity for expansion

Is there an opportunity to expand?

1

Yes
2

No

Generate record of opportunity in Google Sheets:

Before you get started you’ll need to have a few things set up in Google Sheets:

Create a new spreadsheet in Google Sheets
Give your spreadsheet a name and add column headers for the data you would like to capture
Optional: You can add more sheets to the same spreadsheet as required. Give your sheets names to help identify them when creating your automation

Your Google Sheet must be located in “My Drive” for your automation to work, i.e you must be the owner of the sheet to create an automation with it.

You'll then need to authenticate your Google Sheets account, choose the sheet, and map the fields from your workflow that you would like to pull into your Google Sheet.

For more information on Google Sheet automations, check out our help page.

Record opportunity in Google Sheets

Copy-paste the opportunity name into the field below.

Then complete this task to add the details to the Opportunity tracking Google Sheet.

{{form.Company_Name}} - Expansion

Opportunity name

Amount $

Expected close date

Create opportunity in Salesforce

Create an opportunity in Salesforce by following the instructions in the image below. Once setup, when you check off this task a new case will be created in your service dashboard in Salesforce.

For more guidance setting up this automation check out "Example 5" on this help doc.

Opportunity name: {{form.Company_Name}} - Expansion

Opportunity Stage