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Hands-Free Onboarding

Customizable

Real-time triggers

CRM integrations

Onboard, Retain, and Expand — Automatically

Most customer success tools do automation or guided workflows—Playbooks do both. Operationalize onboarding, activation, expansion, and retention without external tools, ticketing hacks, or manual checklists.

Activation at scale

Deliver consistent onboarding for every customer.

CRM-triggered onboarding

Start Playbooks automatically when a deal closes in Salesforce or HubSpot.

Built in churn prevention

Proactively launch nurture flows when a health score drops.

Expansion readiness

Trigger upsell or cross-sell campaigns based on usage or behavior.

How Playbooks Work

Playbooks turn complex lifecycle processes into automated workflows that run in the background while your team focuses on high-value interactions.

Dedicated onboarding workflows

Move onboarding out of tickets and into structured, repeatable flows.

Integrated with automation

Trigger Playbooks based on user events, track task completion, send notifications, and nudge customers when they fall behind.

Unified task view

See all open items by customer, user, playbook, ticket, or product—no digging through multiple tools.

Trusted by 1,200+ support teams

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Truly Hands-Free Onboarding

With real-time triggers and CRM integrations, onboarding becomes truly hands-free. Close a deal in your CRM and Playbooks instantly creates a new customer record and guidance through an onboarding workflow. The result? Higher activation rates, improved NRR, and reduced churn—without a single manual step.

See how it works

Beyond Onboarding

Onboarding is just the beginning. With event-based automation, Playbooks are evolving into the intelligent orchestration layer for the entire SaaS customer lifecycle:

Churn Mitigation – Enroll at-risk customers into proactive nurture Playbooks before churn signals escalate.
Renewal Acceleration – Trigger renewal Playbooks as contracts near expiration.
Expansion Campaigns – Launch upsell and cross-sell Playbooks for mature accounts.
Milestone Engagement – Celebrate feature adoption or anniversaries with targeted touches.