PROCESS AUTOMATION

Remove the work from your workflows

OnRamp’s no-code automation equips your team to design custom workflows tailored to each customer—simple to create, easy to reuse, and built to scale for future projects.

Faster adoption, stronger retention, scalable success.

Amplify your reach, multiply your results

Lighten your team's workload with intuitive automation to manage tasks, reminders, and updates—giving them more time to focus on strategy and building customer relationships.

Intuitive Onboarding: Guiding Customers and Teams to Success at Every Step

Create experiences customers actually want to engage in, with proactive, step-by-step direction that reduces work and builds trust and partnerships.

Adaptive Workflows

Customize projects to adapt to each customer, making it easy for teams of any size to manage.

Triggered Follow-ups

Automated reminders and notifications keep everyone informed and on track, reducing tasks on to-do lists.

Auto Insights Delivered

Real-time tracking reveals each customer’s progress, enabling proactive support and momentum building.

TASK AUTOMATION BUILDER

Capture the info you need, how you need it

Create customized, interactive tasks to capture the exact information you need. Choose from multi-step questions, diverse answer options – text, files, links, eSignatures, video – or embed iFrames for seamless integration with tools like calendars or slide decks.

WORKFLOW AUTOMATION BUILDER

Build advanced workflows, with drag-and-drop ease

Design adaptable workflows including multiple tasks using the intuitive workflow builder and reusable blocks, to create efficient, dynamic customer experiences—no developers or code required.

CONDITIONAL LOGIC

Personalize experiences for every customer, at scale

OnRamp’s conditional logic and your pre-defined rules instantly adapt each workflow to every customer’s unique needs. Forms adjust in real-time, revealing or hiding questions based on prior responses, so customers only see what’s relevant, making onboarding smoother, faster, and more personalized.

CRM AUTO-SYNC

Launch new projects directly from HubSpot or Salesforce

Seamlessly initiate projects right from your CRM – automatically in the background upon closed/won or your preferred trigger – to reduce manual work and ensure a seamless handoff from Sales.

NEW! TASK-COMPLETION AUTO-SYNC

Add onboarding milestones to your CRM

Sync OnRamp’s onboarding milestones directly with your Salesforce or HubSpot account to get a complete view of each customer in your CRM. With real-time updates and automated record-keeping, OnRamp eliminates manual data entry and system-switching, making it easier to centralize information, enhance collaboration, and gain deeper customer insights.

Ready to see what’s possible?

We’d love 30 minutes to show how to get your customers to their value destination faster.

Process Automation FAQ

What is OnRamp’s process automation?

OnRamp's process automation allows users to build dynamic, no-code workflows for customer onboarding. It uses conditional logic to tailor task flows and offers reusable playbooks to optimize future workflows.

How does OnRamp help with workflow customization?

With OnRamp’s task and module library, users can build and modify workflows using an intuitive drag-and-drop interface, enabling them to meet each customer’s unique needs.

How does process automation improve onboarding efficiency?

By automating repetitive tasks and implementing reusable playbooks, OnRamp speeds up onboarding and reduces manual intervention.

What is conditional logic in OnRamp workflows?

Conditional logic allows tasks to adjust dynamically based on customer inputs, creating personalized onboarding experiences.

Can I reuse workflows for multiple customers?

Yes, OnRamp allows you to create reusable playbooks, simplifying onboarding for future customers with similar needs.

Does OnRamp integrate with other business tools?

Yes, OnRamp integrates with tools like Salesforce and HubSpot, allowing seamless data synchronization across platforms.

How can I customize onboarding workflows?

OnRamp provides a drag-and-drop interface, enabling easy workflow customization using modules from the task library.

What types of tasks can be automated with OnRamp?

You can automate tasks like data entry, e-mail reminders, CRM syncing, document signing, video sharing, and progress tracking, which ensures consistency and saves time.

How does OnRamp ensure team collaboration?

By syncing tasks between sales and customer success teams, OnRamp improves communication and visibility across departments.

Can I manage multiple onboarding projects at once?

Yes, OnRamp allows you to handle multiple onboarding projects concurrently with full visibility into each customer’s progress.