Customer onboarding notifications and follow-ups

Purpose

1. Automate the sending of onboarding notifications and follow-ups for new wholesale oyster customers to ensure complete engagement, introduce order management processes, deliver educational material, schedule preliminary consultations, dispatch onboarding forms, and streamline customer support introduction; automate all touchpoints from signup through first purchase and ongoing re-engagement, reducing manual effort, minimizing errors, and boosting customer satisfaction.

Trigger Conditions

1. Automatedly trigger when a new customer signs up or is added to CRM.

2. Automatedly trigger upon the first order placement.

3. Automatedly trigger after specific time delays from onboarding milestones.

4. Automatedly triggered when documents are signed or onboarding forms are completed.

Platform Variants

1. Twilio SMS

 • Feature: Messaging API; Send automated onboarding and follow-up SMS.
 • Configuration: Use API endpoint /Messages with customer mobile, onboarding copy, and schedule.

2. SendGrid

 • Feature: Email API; Automate welcome and instructional emails.
 • Configuration: Use /mail/send API, JSON body includes contact, subject, and dynamic templates.

3. Slack

 • Feature: Incoming Webhooks; Automate notifications to sales teams about new onboardings.
 • Configuration: Configure webhook URL for channel, POST onboarding message payload.

4. HubSpot

 • Feature: Workflows API; Automate customer onboarding email series.
 • Configuration: Design automated workflow, trigger on contact creation, add email sequence steps.

5. Pipedrive

 • Feature: Webhooks & Activities; Automate deals and reminders for follow-up.
 • Configuration: Set webhook on deal added, automate task creation through API.

6. Zendesk

 • Feature: Ticket API; Automate support ticket creation for onboarding.
 • Configuration: Use /api/v2/tickets endpoint, automatedly create welcome ticket.

7. Salesforce

 • Feature: Process Builder & Email Alerts; Automate onboarding journeys.
 • Configuration: Trigger on new Lead/Account, automate follow-up emails and tasks.

8. Mailchimp

 • Feature: Automation Journeys; Automate multi-step onboarding emails.
 • Configuration: Create Customer Journey, auto-send sequence after sign-up.

9. ActiveCampaign

 • Feature: Automations; Automated onboarding workflows.
 • Configuration: Trigger on contact created, sequential emails/actions.

10. Zoho CRM

 • Feature: Blueprint & Workflow Rules; Automate onboarding tasks and reminders.
 • Configuration: Set automated rule on new customer, trigger follow-up actions.

11. Intercom

 • Feature: Series; Onboarding messages automation.
 • Configuration: Design chat/email series, auto-fired on new customer event.

12. Google Sheets

 • Feature: Apps Script & Triggers; Automate mail merge and reminders.
 • Configuration: Set time-driven/script trigger, send onboarding email with Apps Script.

13. Microsoft Teams

 • Feature: Incoming Webhooks; Automated notifications to account managers.
 • Configuration: Unique webhook URL, POST onboarding alert.

14. Airtable

 • Feature: Automations & Scripts; Automated record-driven onboarding flows.
 • Configuration: Automate email/SMS via built-in automation when new row added.

15. Gmail

 • Feature: API & Filters; Automate template-based onboarding emails.
 • Configuration: Use Gmail API, draft/send template upon trigger event.

16. WhatsApp Business API

 • Feature: Messages; Automate onboarding welcome and reminders.
 • Configuration: POST message API calls to customer number on scheduled basis.

17. Calendly

 • Feature: Webhooks; Automate scheduling of onboarding consultations.
 • Configuration: Webhook fires on event scheduled, send follow-up via API.

18. DocuSign

 • Feature: Envelope Sent; Automate reminders on unsigned onboarding forms.
 • Configuration: Use Connect event, auto-send notification email to customer.

19. Dropbox Sign

 • Feature: API; Automate document request and follow-up alerts.
 • Configuration: Create signature request, automatedly send reminders.

20. ClickSend

 • Feature: SMS/Email API; Automate multi-channel onboarding messaging.
 • Configuration: Use API endpoint to dispatch onboarding/follow-up messages.

Benefits

1. Automates repetitive notification and follow-up tasks, reducing manual workload.

2. Speeds up customer onboarding through automated multi-channel communication.

3. Minimizes onboarding errors and ensures information is accurately delivered.

4. Boosts customer retention and satisfaction by automating timely engagement.

5. Automatedly aligns sales, support, and management teams for seamless onboarding.

6. Enables scalable onboarding operations without increased headcount.

7. Drives data-driven decisions via automation logs and engagement metrics.