Integrations and onboarding
5 min readUse this guide when you want support with setup, team rollout, and the first connected tools in your workflow.
What to prepare before onboarding
- A list of tools you already use.
- The team members who need access first.
- The lead stages or workflows you want to launch with.
Plan the rollout
- 1Choose the first workflow to launch.
- 2Decide which integrations should go live first.
- 3Set a date for team training.
- 4Keep the initial rollout small and easy to review.
When to ask for help
- If you want help connecting multiple tools.
- If the team needs guidance on roles or access.
- If you want a smoother handoff from setup to live use.
Next step
Book onboarding help. If you want a guided rollout, our team can help with integrations and onboarding.