The Rocketlane Snap-in will enable seamless data import from customer onboarding and project management workflows into your application. By integrating this add-on, users will be able to sync project timelines, onboarding tasks, customer progress, and collaboration data directly into your platform for improved customer implementation and success tracking.

Features

• Automated Onboarding & Project Data Import

Project milestones, tasks, customer onboarding progress, and team collaboration details from Rocketlane will be automatically imported into your application, ensuring a clear view of customer implementation.

• Integration with Existing CRM & Project Management Tools

Imported onboarding and project data will be mapped to your platform’s CRM, task management, or customer success tools, ensuring smooth synchronization across teams.

• Customizable Task & Milestone Mapping

Users will be able to define how Rocketlane’s project phases, task assignments, and progress metrics correspond to fields in your application, ensuring alignment with internal workflows.

• Real-Time Syncing for Onboarding Progress

Any updates to onboarding tasks, project milestones, or team collaboration notes in Rocketlane will be reflected in your platform, providing real-time visibility into customer progress.