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Workflows.io Onboarding Form (RevOps) - 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

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

Salesforce access granted

Other Access

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

Yes, all other discussed access 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

Yes, everything is set up