Page 1 of 1

Workflows.io Tech Onboarding Form (Outbound)

Please confirm you've completed the following setup tasks. Our team will reach out if we need any additional information to get your campaigns running.

Team Information

Name

Email

Company Domain

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 (monika@workflows.io)

Dan is invited (dan@workflows.io)

Subscription purchased

Instantly Setup

I have set up an Instantly workspace and invited the Workflows team (partner link: https://instantly.ai/?via=workflows)

Instantly workspace created

Team members invited

HeyReach Setup

I have set up a HeyReach workspace and invited the Workflows team (partner link: https://heyreach.io/?via=workflowsgtm)

HeyReach workspace created

Team members invited

HubSpot Setup

I have invited team@workflows.io to HubSpot (partner link: https://app-na2.hubspot.com/l/settings/users/partnerInviteLink/MjQyODU0MDU4PTE1OTE1NTYxMQ)

HubSpot 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