Lead Management & Client OnboardingPurpose
1.2. Ensure every onboarding step—discovery, contracts, asset collection, campaign setup, team assignments—is logged, tracked, and flagged when delayed.
1.3. Enable automated notifications, follow-ups, and analytics for process bottlenecks, ensuring higher completion rates, compliance, and rapid go-live timelines.
Trigger Conditions
2.2. Submission of onboarding form or signed contract.
2.3. Manual status update by account manager.
2.4. Scheduled interval for progress auditing (e.g., daily check-ins).
2.5. Change in checklist item (complete, pending, blocked).
2.6. Time-based milestone not met (SLA breach detection).
Platform Variants
3.1. Salesforce
• API: REST API ("Checklist__c" object, PATCH/POST for item status)
• Feature/Setting: Workflow Rule to trigger automation, outbound message for external action
3.2. HubSpot
• API: Workflow automation module; CRM API (PATCH contact, company, or deal properties for onboarding status)
• Feature/Setting: Custom pipeline for onboarding, webhook trigger for updates
3.3. Monday.com
• API: Boards API (UpdateItemColumnValues mutation)
• Feature/Setting: Onboarding board template, automated status columns
3.4. Asana
• API: Tasks API (PUT task/{task_gid})
• Feature/Setting: Onboarding project with task dependencies, webhooks for status change
3.5. Trello
• API: Cards API (PUT /cards/{id})
• Feature/Setting: List for each onboarding stage, Butler automation for checklists
3.6. Airtable
• API: Records API (PATCH /v0/{baseId}/{tableIdOrName})
• Feature/Setting: Grid view for checklist, automation scripts for notifications
3.7. Slack
• API: chat.postMessage, reactions.add
• Feature/Setting: Dedicated channel, notification bot for task completion
3.8. Microsoft Teams
• API: Microsoft Graph API /chats/sendActivityNotification
• Feature/Setting: Channel for onboarding updates, adaptive card notifications
3.9. Google Sheets
• API: Sheets API (spreadsheets.values.update)
• Feature/Setting: Tab for each client, script trigger on cell value changes
3.10. ClickUp
• API: Task API (PUT /task/{task_id})
• Feature/Setting: Onboarding list, automation on task status
3.11. Jira
• API: Issue API (PUT /rest/api/3/issue/{issueIdOrKey})
• Feature/Setting: Onboarding project board, custom workflows
3.12. Basecamp
• API: To-dos API (PATCH /buckets/{project_id}/todos/{id}.json)
• Feature/Setting: To-do list for onboarding, schedule-based reminders
3.13. Notion
• API: Pages API (PATCH /v1/pages/{page_id})
• Feature/Setting: Database template for onboarding, automation via integration
3.14. Zendesk
• API: Tickets API (PUT /api/v2/tickets/{id}.json)
• Feature/Setting: Ticket for new onboarding, triggers for status update
3.15. Intercom
• API: Conversations API (POST /conversations/reply)
• Feature/Setting: Automated messages for checklist steps, tag for completed onboarding
3.16. Smartsheet
• API: Sheets API (PUT /sheets/{sheetId}/rows/{rowId})
• Feature/Setting: Sheet template for steps, alerts on overdue tasks
3.17. Pipefy
• API: Cards API (mutation updateCardField)
• Feature/Setting: Pipe for onboarding, automation on field changes
3.18. Zoho CRM
• API: Modules API (PUT /crm/v2/{module_api_name}/{id})
• Feature/Setting: Onboarding module, assignment rules for steps
3.19. Freshdesk
• API: Tickets API (PUT /api/v2/tickets/{ticket_id})
• Feature/Setting: Onboarding ticket, automation rules
3.20. Wrike
• API: Tasks API (PUT /tasks/{taskId})
• Feature/Setting: Onboarding folder, automation for subtask status
Benefits
4.2. Eliminates manual checklist management, reducing human error.
4.3. Automatic reminders prevent onboarding delays, improving client satisfaction.
4.4. Accelerates time-to-launch for advertising campaigns.
4.5. Offers real-time analytics for continuous process optimization.