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Workflows.io Onboarding Form (Inbound) - Salesforce

Clay Setup

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

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GTM Engineer(s) invited

GTM Manager invited

Dan is invited (dan@workflows.io)

Subscription purchased

Salesforce Setup

I have granted team@workflows.io access to Salesforce

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Salesforce access granted

Inbound Tools

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

Meeting / demo scheduling (Chili Piper, Calendly, HubSpot Meetings)

Website forms (native site forms, HubSpot forms)

Website visitor de-anonymization (RB2B, Warmly, Vector)

Live chat (Intercom, Drift)

Marketing automation / newsletters (HubSpot, Customer.io, ActiveCampaign)

Product analytics (Amplitude, Mixpanel, PostHog)

CDP (Segment, RudderStack)

Any other inbound tools we should have access to? List them here.

Other Access

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

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Yes, all other discussed access has been granted

Please specify what additional access was granted (if any)

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Confirmation

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

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Yes, everything is set up

Workflows.io Onboarding Form (Inbound) - 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:

Google Doc URL