Lead Management & Client OnboardingPurpose
1.2. Automatedly ensure new leads and clients receive relevant onboarding resources, forms, and advisor contact information.
1.3. Automator handles repetitive communication, boosts client satisfaction, and guarantees swift, consistent onboarding processes.
1.4. Automation facilitates seamless entry into client journey, establishes professionalism, and encourages prompt engagement with services.
Trigger Conditions
2.2. Lead status updated to “converted” or “client.”
2.3. Automated submission of onboarding form via website, landing page, or external portal.
2.4. Receipt of qualifying email or form completed via marketing automation workflow.
Platform Variants
• Feature/Setting: Automate via Microsoft Power Automate “Send an email (V2)” after new client contact created.
3.2. Gmail API
• Feature/Setting: Automate using “Users.messages.send” to send templated onboarding email on trigger.
3.3. Salesforce
• Feature/Setting: Automate with Process Builder/Flow + “Send Email Alert” when Opportunity stage is 'Client Onboarded.’
3.4. HubSpot
• Feature/Setting: Automate with Workflow > Send Email > Personalized onboarding sequence when new contact assigned.
3.5. Pipedrive
• Feature/Setting: Automator using Workflow Automation > “Send email” after deal moved to onboarding pipeline.
3.6. Zoho CRM
• Feature/Setting: Automate via Workflow Rule “Send Email” on new client or contact creation trigger.
3.7. Mailchimp
• Feature/Setting: Automation > Customer Journey > Send email chain on addition to onboarding segment.
3.8. ActiveCampaign
• Feature/Setting: Automate with Automation > “Send welcome email” when tag ‘New Client’ is added.
3.9. SendGrid
• Feature/Setting: Automate via API “Mail Send” endpoint with onboarding template on lead capture.
3.10. Mandrill
• Feature/Setting: Webhook triggers “Send Email” with onboarding template automatically.
3.11. Intercom
• Feature/Setting: Inbox Automation Rules > “Send auto message” when new user is added with tag ‘Client’.
3.12. Slack
• Feature/Setting: Slackbot “Send direct message” to team for onboarding; use Slack API for client notifications.
3.13. Twilio SendGrid
• Feature/Setting: Automate via v3 Mail Send API for transactional onboarding communications.
3.14. Copper CRM
• Feature/Setting: Workflow Automation > Email template to be sent on change to onboarding stage.
3.15. Freshsales
• Feature/Setting: Automate via Workflows > “Send email” action when contact status becomes client.
3.16. Google Sheets
• Feature/Setting: Google Apps Script automation triggers Gmail API send sequence when new row added.
3.17. Pipefy
• Feature/Setting: Automate “Send Email” automation card once new client card moves into onboarding phase.
3.18. Airtable
• Feature/Setting: Automate with Automations > “Send email” action on new client in onboarding view.
3.19. Asana
• Feature/Setting: Integrate with email gateway or webhook to automate onboarding email on project task creation.
3.20. ClickUp
• Feature/Setting: Automation with email action when new client onboarding task created or status changed.
3.21. Monday.com
• Feature/Setting: Automate via Integration > Email > “Send to email address” when status set to onboarding.
3.22. Notion
• Feature/Setting: Use Notion API to trigger AutoMailer platform for welcome onboarding messaging.
Benefits
4.2. Client onboarding is automatedly streamlined—minimizes manual intervention and errors.
4.3. Enhances client experience through consistent, professional, and timely engagement via automation.
4.4. Automates multi-channel outreach (email, messaging), boosting conversion and long-term satisfaction.
4.5. Automation increases scalability; advisors can automate higher client volumes without quality loss.
4.6. Comprehensive audit trail and compliance, as all onboarding emails are automatically tracked.
4.7. Ensures no new client is missed, delivering onboarding at scale via automator-driven processes.