Compass and Microsoft Outlook automations — Client Onboarding

Ready-made scenarios where Compass and Microsoft Outlook work for you (client onboarding): pick one — a copy appears in your account and runs on its own.

8 scenarios

Client onboarding: folder, record and team alert, automatically
New client onboarding — folder, email and team, automatically
Client onboarding from a single form: folder, contact, channel, tasks
A form lead: analysed in a sheet, answered by email, flagged in your chat
Client onboarding from an intake form — checklist, consultant and kickoff
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Client onboarding after a won deal
Kick off a client project the moment they pay