How To Onboard Customers Using GSuite, Freshdesk, Mailchimp and Slack

Onboarding. It's a vital part of every company's efforts to ease new customers’ adoption of their services or products. It's part of the overall customer service strategy, and if mishandled can serious damage any firm's reputation. For IT onboarding is crucial to bring customers up to speed so they can better grasp your product, and get a higher value for their money.

Normally, onboarding aims to achieve several things: product/service introduction; familiarity with your offering, and how it fits into their overall customer experience; and finally ways to execute workflows faster and more efficiently.

In today's post we'll show you how with the help of GSuite, Freshdesk, Mailchimp and Slack you'll be able to onboard new clients, and set up their accounts.

Let's get ready for action. Firstly, login. Or create a new account.

The next step would to to construct our pipeline. The first pipe we're going to use us New Row from the Google Sheets selection of pipes.


Although we only specified the basic fields, in case we need, we can also add first and last name of the contact, email, company, job title and more.

Since our first pipe was a trigger, it'll set in motion a reaction that will lead to the creation of several things. One of these is a new contact in Freshdesk.


After a new contact has been created for our new customer, Cloudpipes will go on to add him to our mailing list.


Any files associated with our new client could be automatically uploaded in Google Drive. For that specific reason we'll create a folder with our customer's company name.


Lastly, we'll announce our new client acquisition through Slack.


And that sums up our onboarding process using GSuite, Freshdesk, Mailchimp and Slack.

Are you struggling with using Cloudpipes for onboarding? Or maybe you already found an efficient way to onboard customers quickly and effortlessly? We'd love to hear your story.

Workflow automation sounds too abstract to you? With our free complimentary tutorial you'll learn why you need it, and you'll be able to harness its potential for the benefit of your company!