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Workflows.io Onboarding Form (ABM) - Salesforce

Company Information

Your Name

Your Email

Company Website

Copy this Google Doc template, fill it out, set it so anyone with the link can view, and paste the link below to submit:

https://docs.google.com/document/d/1qAPdxGXsuUlB00VSc28XhNSa_T_fpZby6Q3q32WjzqU/copy

Google Doc URL

Clay Setup

I have invited the Workflows team to Clay (partner link: https://clay.com/?via=workflows) and purchased the necessary subscription

Salesforce Setup

I have granted team@workflows.io access to Salesforce

Data Providers

Please grant team@workflows.io access to your data providers. Check each one you have granted access to:

Any other data providers? List them here.

Signal Tools

Which signals are in scope for your program? Check each, and grant access where you already use the tool (see the signals menu we shared):

Any other signals from the menu you want to prioritize?

Other Access

Any other access discussed during onboarding (not listed above) has been granted

Please specify what additional access was granted (if any)

Confirmation

All tech setup tasks are complete and ready for our team to configure