Trigger

Start Wrkflow when a new client is added to Zendesk

Wrk

Export

Collect client data from Salesforce

Wrk

Edit

Clean and reformat data in Microsoft Excel

Wrk

Review

Verify that all data is up to date based on checklist

Wrk

Add

Add cleaned client data to Zendesk

Wrk

How this Wrkflow will help you

Start Off on the Right Foot

With this Wrkflow, streamline your client onboarding process so your customer relationships start off strong.

Retain in the Long Run

Proper onboarding means your clients feel taken care of, improving your customer retention in the long run.

Step Towards More Clients

A satisfied customer is more likely to recommend your business to others, and a smooth onboarding process could help you acquire more clients in the long term.