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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:

  • What automation rules or workflows have worked well for you?

  • Are you using any third-party integrations to enhance the experience?

  • Any tips for ensuring a smooth handoff between support and success teams?

Looking forward to your insights—thanks in advance!

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