Book a call
Ditto PR

Automated Client Onboarding System

Tropicflare automated Ditto PR’s client onboarding workflow by connecting Zoho CRM with its internal systems, dynamically generating client forms, and automating communications and operational handoffs.
ditto pr logo

Project Overview

Tropicflare partnered with Ditto PR to redesign and automate its new-client onboarding process, creating a smoother experience for both internal teams and incoming clients. The workflow connected Zoho CRM with Ditto PR’s internal systems and automated key onboarding touchpoints, including client communications and information collection. Rather than requiring team members to manually coordinate each step, the new system automatically moved clients through onboarding based on CRM data and triggered the appropriate actions throughout the process.

The Challenge

Ditto PR’s onboarding process involved multiple systems, internal handoffs, client communications, and information-gathering steps. As the company grew, this created several operational challenges: Repetitive manual onboarding tasks Client information moving between disconnected systems Manual coordination of emails and onboarding touchpoints Increased opportunity for delays or missed steps Internal time spent managing processes that followed predictable rules The goal was not to replace Ditto PR’s existing software, but to make its existing tools work together as one coordinated onboarding system.

The Solution

Tropicflare mapped the complete new-client onboarding workflow and built an integrated automation system centered around Zoho CRM. When a new client entered the appropriate stage in Zoho, the automation used CRM data to initiate and coordinate the downstream onboarding process. One key part of the workflow was dynamically generating a client-specific Typeform onboarding URL using the account ID stored in Zoho. This allowed submitted onboarding information to remain connected to the correct client record throughout the process. The broader automation also handled onboarding communications and internal touchpoints, reducing the amount of manual coordination required from the Ditto PR team.

What We Built

  • CRM-driven onboarding automation built around Zoho
  • Dynamically generated, client-specific Typeform onboarding links
  • Automated client communications and onboarding touchpoints
  • Integrated handoffs between Zoho and Ditto PR's internal tools
  • A scalable workflow foundation for onboarding future accounts

Business Impact

  • Eliminated manual reporting workflows
  • Answered key questions that were unknown to the business
  • Improved visibility into performance metrics
  • Enabled faster, data-driven decisions
  • Created a scalable internal BI foundation
Talk about a project like this
See other case studies

Similar case studies

Customer-facing Retool app

Tropicflare built a Retool analytics application for CallReview.ai to transform sales call data into intuitive performance dashboards, helping leaders identify

Read the case study
, , , ,

Process Automation for Onboarding Workflow

Tropicflare automated Tutored By Teachers’ teacher onboarding process by using Zapier to connect their existing tools, synchronize data, track progress,

Read the case study

Healthcare Data Dashboarding

Tropicflare built a centralized DOMO reporting environment for Cenegenics that automated ETL pipelines, standardized cross-department reporting, and improved access to

Read the case study

Thinking of a similar project?

Book a free consultation with us to discover how we can help you improve your business processes.