The reality of customer onboarding today
New customers need attention. But as you grow, giving everyone white-glove treatment becomes impossible. Teams struggle with:
Manual account provisioning delays customer access by hours or days
Onboarding steps get missed when things are done by hand
CSMs spend time on repetitive tasks instead of strategic conversations
No visibility into which customers are stuck or falling behind
How this flow looks in Triform
In this setup, your CRM stays the single source of truth. When a deal closes, Triform automatically provisions accounts, sends personalized welcome sequences, tracks milestone completion, and alerts CSMs when customers need attention.
Integrations used in this flow
HubSpot
Qualify inbound leads, automate CRM hygiene, and keep deals moving with HubSpot-powered agents.
Gmail
Draft context-aware email responses, auto-categorize messages, and trigger workflows from inbox patterns.
Slack
Trigger workflows from messages, approve requests with buttons, and build knowledge bots for your team.
Start from a single prompt
Describe your full workflow in one go and let Triform design the flow with you.
Example prompt for this automation
Where this automation fits
Automated for consistency, human for complexity
The routine parts of onboarding run automatically. Your team jumps in for strategic conversations, troubleshooting, and relationship building. This means:
- Every customer gets the same high-quality experience
- CSMs spend time on high-value activities, not data entry
- At-risk customers are caught early, before they churn
From manual checklist to automated journey
Map your current onboarding steps and milestones
Connect your CRM and customer data sources
Build personalized email sequences
Set up alerts and CSM notifications