Onboarding Flows · Modal

Connect Your First Integration

Show what an integration does, then connect it

Use this template
Connect Your First Integration template preview

How to set it up

  1. Trigger the modal in a user's second session, or from the setup checklist.
  2. Show what your key integration does, and point the button at its connect page.
  3. Target accounts with no integrations, and track first integrations connected.
Collaborator on this template
Collaborator on this template
Key Features
When to use it
Second session, or from the setup checklist
Who it is for
Accounts with no integrations
What to measure
First integration connected

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