Customer onboarding form template
Onboard and retain customers with a customer onboarding form
Make managing address changes easy, for everyone involved
Plug this address update form into apps like Google Sheets and HubSpot—so as soon as someone submits a new address, your database updates automatically. Say goodbye to copy-paste tedium, and hello to smart, seamless workflows.
When clients, customers or anyone who is registered in your organization’s database changes their address, it’s key to keep tabs on where they go. You don’t want them to miss out on any important mail or offers.
By adding this address update form to your client dashboard you can process updated contact information quicker for all parties involved. The template is clear and easy to fill out and doesn’t ask for more than is needed. Change or add questions based on your situation, add the form to your website and you’re all set.
Keeping your address book updated just got a whole lot easier (and faster).
Simply connect this form template with HubSpot, and your address database will update automatically whenever someone submits a new address.
If you’d rather update your database manually, you can set up automatic Slack notifications so you’ll know when it’s time to take action.
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