A snapshot of the success story
A tech consulting firm's client onboarding meant hours of manual coordination across Salesforce, Jira, Slack, Google Workspace, and email. Setup was slow and inconsistent, and new clients felt it.
They needed one unified process running from first contact to project kickoff — without the repetitive setup work.
Delivering the Right Approach
We built an automated onboarding workflow with Make.com at the center, connecting Salesforce, Jira, Slack, Google Workspace, and email into a single hands-off process.
When a new client is entered in Salesforce, the automation cascades from there: a Jira project is created, a client Slack channel is opened, Google Drive folders are generated from document templates, and a welcome email goes out with a Calendly link for the kickoff call.
The workflow assigns team members based on project requirements and availability, so every engagement is staffed correctly from day one. Built-in quality checkpoints keep project setup at 100% accuracy — the errors from manual handoffs are gone.
The Impact
Onboarding a new client used to take 2 days. Now it takes 15 minutes.
The automation saves the firm $120,000 a year in eliminated manual work, with project setup and resource allocation accurate every single time. Behind it: Make.com orchestrating Salesforce, Jira, Google Workspace, and Slack as one workflow — and a client experience that starts polished and stays that way.
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