INTEGRATIONS

Connect the systems you already use 

Better connections drive better outcomes. OnRamp integrations keep data current, simplify cross-team collaboration, and automate onboarding next steps, freeing your teams for more meaningful work.

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Turn data into results

Ignite your onboarding momentum and outcomes with data-driven actions that adapt instantly to updates and continuously trigger next steps.

 

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.

CRM Sync

Continuous Data Exchange

Keep your systems up-to-date and eliminate duplicate data entry across systems.

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System-to-System Updates

Keep your team operating smoothly with automated project creation and status changes.

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Flexible Automation

Automate tasks and approvals using data-driven triggers to keep projects moving without manual effort or delays.
Salesforce & HubSpot CRM Integration

AUTO-PROJECT CREATION FROM CRM

Uninterrupted transition—from sale to success

No more friction-filled handoffs and missing information. Now when a new deal closes in Salesforce or HubSpot, a project is automatically created in OnRamp, so your onboardings get off to the right start—even before day one.

Your branded customer portal

Seamless, personalized customer onboarding journey that guides customers each step of the way

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Auto-create projects to speed up launches, time to value, and revenue recognition.
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Keep customers engaged and progressing—immediately upon signing.
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Make cross-functional workflows smoother, eliminating missteps and costly workarounds.
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See OnRamp Lanes for more on auto-project creation.

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PUSH AUTO-UPDATES TO CRM

Updates when and where you need them

OnRamp updates your CRM upon status changes to keep every stakeholder informed and staying on top of:

  • Project Status: Not Started, In Progress, and Completed projects
  • Key Milestones: Kickoff Scheduled or Data Integration Completed events
  • Completion Percentage: Real-time progress status of all projects
Use these status changes to trigger additional workflows across your business, ensuring next steps are always in motion, without manual intervention.

Your branded customer portal

Seamless, personalized customer onboarding journey that guides customers each step of the way

"We chose OnRamp for its customizability and Salesforce integration, transforming onboarding with efficiency, visibility, and personalized customer experiences."

-Lance Walton, Head of Customer Success

Your branded customer portal

Seamless, personalized customer onboarding journey that guides customers each step of the way

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Slack Integration

SLACK

Stay aligned on every step

Keep your team informed with automated updates in shared project channels—no more scattered email threads. Get real-time notifications and insights in Slack, ensuring everyone stays on the same page throughout onboarding.

ADOBE ESIGN

Get eSignatures on time, every time

Customers can sign time-sensitive documents, agreements, and contracts directly within your branded customer portal instead of being directed elsewhere, reducing the risk of frustrating delays.

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Webhooks

WEBHOOKS

Sync activities across your stack 

Set up and manage web hooks easily in OnRamp, with thousands of tool connections via Zapier. Automate triggers, actions, and updates between OnRamp and your tools for seamless syncing, without extra work.

EMBEDDABLE TASK ELEMENTS

One-stop task completion

Let customers complete all tasks directly in your branded portal, powered by OnRamp, including those from other platforms.

Integrate calendar links, slide decks, or tasks from your app, keeping customers engaged and improving completion rates—without platform jumping.

Your team will also thank you by keeping everything organized in one place.

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Ready to see what’s possible?

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