Fully Automated Client Onboarding Workflow | Zapier Setup Guide [Video]

Have you ever felt that your process for onboarding new clients requires more work and takes more time than it should?

Is your team having to constantly follow up with clients or getting stuck manually entering data when they could be focusing on higher-value work?

In this video, you’ll learn how to use Zapier to automate and streamline your client onboarding process. Motion.io Co-founder Sam Chlebowski will walk through 5 real-life Zaps he uses to onboard clients and provide instructions for setting them up so you and your team can get the onboarding information you need from clients quickly and efficiently while eliminating manual tasks and pesky follow-ups.

Try Motion.io for free: https://bit.ly/3SIFLat
Zapier Guides for Motion.io: https://help.motion.io/category/31-zapier
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00:00 – Introduction
00:32 – My Background w/ Zapier
01:13 – What is Zapier?
01:29 – Triggers & Actions in Zapier
01:50 – Workflow Overview
03:00 – Zap #1
04:54 – Zap #2
06:20 – Zap #3
07:55 – Zap #4
08:42 – Zap #5
09:55 – Conclusion