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Automate customer onboarding with Cal.com workflows

Automate customer onboarding with Cal.com workflows

Streamline your onboarding process using Cal.com automated workflows.

Streamline your onboarding process using Cal.com automated workflows.

Vertrouwd door snelgroeiende bedrijven over de hele wereld

Vertrouwd door snelgroeiende bedrijven over de hele wereld

Vertrouwd door snelgroeiende bedrijven over de hele wereld

How automated onboarding works

How automated onboarding works

Get your customers started faster with automated onboarding workflows.

01

Set your onboarding trigger

Choose when onboarding messages are sent after signup.

02

Personalize onboarding steps

Customize what actions or messages each new customer receives.

03

Monitor onboarding progress

Track each customer’s status in real time.

Key benefits of automated onboarding

Key benefits of automated onboarding

Why automate onboarding with Cal.com workflows?

Customer onboarding reminder SMS notification

01

Faster customer activation

Automated workflows reduce manual steps so customers get started sooner.

02

Consistent onboarding experience

Every customer receives the same reliable onboarding process.

Bookings dashboard showing onboarding-related events

03

Save team time

Less manual work for your team through automation.

04

Easy to customize

Tailor workflows for your unique onboarding steps.

Branded onboarding email template preview

Features for onboarding automation

Features for onboarding automation

Cal.com gives you everything you need to automate onboarding.

Personalized workflows

Build workflows that send different messages based on user needs.

Multi-channel messaging

Onboard via email, SMS or both.

Real-time tracking

See onboarding progress for each customer.

API-first design

Easily integrate onboarding workflows with your stack.

Self-hosting support

Deploy workflows in your own environment.

Flexible templates

Customize onboarding emails or SMS to fit your brand.

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Al uw belangrijkste hulpmiddelen in sync met uw vergaderingen

Cal.com werkt met alle apps die al in jouw workflow zitten, zodat alles perfect samenwerkt.

Al uw belangrijkste hulpmiddelen in sync met uw vergaderingen

Cal.com werkt met alle apps die al in jouw workflow zitten, zodat alles perfect samenwerkt.

Al uw belangrijkste hulpmiddelen in sync met uw vergaderingen

Cal.com werkt met alle apps die al in jouw workflow zitten, zodat alles perfect samenwerkt.

Veelgestelde vragen

Veelgestelde vragen

Dit zijn enkele van onze meest gestelde vragen.

Dit zijn enkele van onze meest gestelde vragen.

How do Cal.com workflows help with customer onboarding?

They automate communication and tasks so customers are guided from signup to activation without manual effort.

Can I send onboarding messages by email and SMS?

Yes, you can use both channels and customize messages for each.

Can workflows track onboarding progress?

You can monitor where each customer is in the onboarding journey.

Is it possible to personalize onboarding steps for different customer types?

Yes, workflows can branch and send different messages based on customer data.

Does Cal.com support self-hosted onboarding workflows?

Yes, all features are available in self-hosted and cloud versions.

How quickly can I set up onboarding workflows?

You can build and launch onboarding automations in minutes with our visual builder.

Can developers manage onboarding workflows via API?

Yes, workflows are fully programmable through the Cal.com API.

How do Cal.com workflows help with customer onboarding?

They automate communication and tasks so customers are guided from signup to activation without manual effort.

Can I send onboarding messages by email and SMS?

Yes, you can use both channels and customize messages for each.

Can workflows track onboarding progress?

You can monitor where each customer is in the onboarding journey.

Is it possible to personalize onboarding steps for different customer types?

Yes, workflows can branch and send different messages based on customer data.

Does Cal.com support self-hosted onboarding workflows?

Yes, all features are available in self-hosted and cloud versions.

How quickly can I set up onboarding workflows?

You can build and launch onboarding automations in minutes with our visual builder.

Can developers manage onboarding workflows via API?

Yes, workflows are fully programmable through the Cal.com API.

How do Cal.com workflows help with customer onboarding?

They automate communication and tasks so customers are guided from signup to activation without manual effort.

Can I send onboarding messages by email and SMS?

Yes, you can use both channels and customize messages for each.

Can workflows track onboarding progress?

You can monitor where each customer is in the onboarding journey.

Is it possible to personalize onboarding steps for different customer types?

Yes, workflows can branch and send different messages based on customer data.

Does Cal.com support self-hosted onboarding workflows?

Yes, all features are available in self-hosted and cloud versions.

How quickly can I set up onboarding workflows?

You can build and launch onboarding automations in minutes with our visual builder.

Can developers manage onboarding workflows via API?

Yes, workflows are fully programmable through the Cal.com API.

Neem onze woorden niet voor waar aan

Onze gebruikers zijn onze beste ambassadeurs. Ontdek waarom wij de beste keuze zijn voor het plannen van vergaderingen.

Neem onze woorden niet voor waar aan

Onze gebruikers zijn onze beste ambassadeurs. Ontdek waarom wij de beste keuze zijn voor het plannen van vergaderingen.

Neem onze woorden niet voor waar aan

Onze gebruikers zijn onze beste ambassadeurs. Ontdek waarom wij de beste keuze zijn voor het plannen van vergaderingen.

Vertrouwd door snelgroeiende bedrijven over de hele wereld

Vertrouwd door snelgroeiende bedrijven over de hele wereld

Vertrouwd door snelgroeiende bedrijven over de hele wereld

Start automating your onboarding

Deliver a smoother onboarding experience with Cal.com workflows.