Recipe Builder

Recipe Builder Integration Benefits

Innovate your onboarding

Extend and innovate your onboarding.

Leverage additional tools and services to take your onboarding to new levels that streamline the customer experience while making your teams more efficient.

build confidence

Build confidence with your new customers.

Provide your customer with the best first impression by streamlining the hand-off between your sales process and onboarding. Automatically kick off a project that includes the key players, services purchased, and essential data that will keep your implementation teams informed.

Guide from the start

Start your customer journey on the right foot.

Retain and grow your customers with visibility for customer success managers (CSMs) and a clean hand-off to post-onboarding activities. Continue to collaborate between teams for critical growth and account health efforts.

Help Your Teams Work Better Together

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“Recipe Builder has been instrumental in allowing us to scale our operations between core platforms that our company uses. With Recipe Builder, we have been able to create complex triggers between Salesforce and GUIDEcx that allow seamless automation to reduce redundancies and manual processes. Internal teams who predominantly work out of Salesforce can continue to work from there while critical updates get pushed to Guide, allowing our projects to move along smoothly without juggling multiple platforms. The flexibility that Recipe Builder provides, combined with the relative ease of creating recipes, has added another layer of power and opportunity to how we use GUIDEcx.”
Nicole Hisey
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“The biggest thing is how comprehensive the solution is. You can do anything that the API allows you to do.”
Joe Rogers

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Discover how GUIDEcx can help you improve efficiency by reducing your customer onboarding timeline and increasing the capacity of your project managers. Our unparalleled professional resources and unwavering commitment to excellence support our industry-leading customer onboarding solution.