Retrieve updated deals from Yobi, filter for closed won, and update onboarding pipeline in Yobi
Retrieve updated deals from Yobi, filter for closed won, and update onboarding pipeline in Yobi
Update your onboarding pipeline in Yobi when a sales deal is marked as closed won. This keeps your team informed and accelerates the onboarding process, ensuring a smoother transition for new clients.
Workflow preview:
Zap details:
Overview
Update your onboarding pipeline in Yobi when a sales deal is marked as closed won. This keeps your team informed and accelerates the onboarding process, ensuring a smoother transition for new clients.