External System Initiating
Using a bespoke weblink
A system provides bespoke link to the customer to follow for example https //onboard. abc.
Portals / Web Apps
Portals and web apps often want to provide a consistent user experience and allow customers to move seamlessly to onboarding tasks from an existing web app or portal. These flows are focused on splitting the onboarding elements between the applications but also provide a seamless experience to customers.
CRMs
Detected integrates very easily with all CRMs, there are multiple options but the 2 which are the most common / best practice Simple Email Trigger From CRM - This flow triggers an email notification to a customer from a lead/account/opportunity from the CRM and ensures the right references are set to link the Detected profile to the record in the CRM. CRM trigger to customer - This flow has the CRM create the profile via APIs and then trigger the required onboarding to the user, it also ensures the right references are set to link the Detected profile to the record in the CRM.
API Led
Your application creates the profile, enriches with additional data and processes the onboarding. This flow is used when your application is managing the data collection from the customer.