Customer Journey Integrations

Connect your sales, implementation, and success tools—then orchestrate complete customer lifecycle workflows with AI agents that understand relationship context.

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Integrations

Unify your customer lifecycle stack

Secure connections across sales, onboarding, and success tools. AI agents execute actions with complete customer context across your entire tech stack.

  • Lifecycle-aware connections

    Connect CRM for sales context, project tools for implementation, success platforms for growth—all unified under customer journey intelligence.

  • Context-driven actions

    Agents use customer history to send personalized emails, schedule stakeholder meetings, update implementation status, and trigger expansion workflows.

  • Cross-stage orchestration

    Sales insights automatically inform implementation planning. Implementation progress triggers success team handoffs with complete context preservation.

Features

Why Customer Journey Integrations

Connect tools once and orchestrate complete customer relationships—from prospect engagement through ongoing success with intelligent context flow.

Relationship-aware connections

Beyond basic OAuth—connect Gmail for personalized outreach, Calendar for stakeholder coordination, CRM for sales handoffs, and project tools for implementation tracking.

Browse customer journey integrations

Intelligent workflow orchestration

AI agents execute actions based on customer lifecycle stage: demo scheduling for prospects, implementation task management for new customers, expansion planning for established accounts.

See journey orchestration in action

Cross-functional continuity

Break down silos between sales, implementation, and success teams. Integrations maintain customer context across all tools and team handoffs.

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New to OnboardFi? Try it first

Join our waitlist to experience customer journey orchestration.