Client Onboarding Automation
with Titan on Salesforce
Replace manual onboarding paperwork with a connected Titan + Salesforce workflow - from initial form submission to signed agreement, all in one automated process.
The Problem We Solve
How We Build It with Titan + Salesforce
Intake Form - Titan Forms
A multi-step Titan Form collects client data with conditional logic, field validation, and file upload. On submission, it creates a Salesforce record in real time via Push/Get - zero manual entry.
Salesforce Flow Automation
Submission triggers a Salesforce Flow that routes the record to the right team, sets tasks, sends internal notifications, and progresses the onboarding stage automatically.
Document Generation - Titan Docs
Titan Docs generates the onboarding agreement, service contract, or welcome pack using Salesforce record data. Dynamic templates handle variable content - no manual document preparation.
eSignature - Titan Sign
The generated document is sent for e-signature via Titan Sign. Signed documents are stored back in Salesforce automatically. The audit trail is native to your CRM.
Client Portal (Optional) - Titan Web
For ongoing client relationships, we can add a Titan Web portal where clients track their onboarding status, upload additional documents, and view their records in real time - no Salesforce license required on their side.
Typical Results
Why Titanixforce
7+ Years Titan Expertise
We have implemented Titan onboarding workflows across financial services, healthcare, legal, and SaaS.
Salesforce + Titan Together
Most consultants know Salesforce or Titan. We specialize in both - which is where the complexity lives.
Architecture That Scales
We don't build quick fixes. Our onboarding flows are modular and maintainable - built to handle volume.
Ready to Automate Client Onboarding?
Tell us about your current process and we'll design the Titan + Salesforce architecture for you.
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