Hi everyone,
I'm currently setting up a new onboarding workflow for our customers using Freshdesk. I'd love to hear how others are automating their customer onboarding process. Specifically:
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What automation rules or workflows have worked well for you?
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Are you using any third-party integrations to enhance the experience?
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Any tips for ensuring a smooth handoff between support and success teams?
Looking forward to your insights—thanks in advance!