Add closed-deal form entries to CRM and sheets

Your post-call closing forms produce fragmented client records that delay onboarding and billing. Capture and update contact, payment plan, and tracking rows so onboarding and billing proceed same day.

Overview

Stop retyping closed-deal details and avoid missed handoffs between sales and billing. This flow creates or updates the client record, calculates payment-plan end dates, and updates your tracking sheets so onboarding and invoices can start same day. Implementing it removes manual steps and gets revenue ready for billing faster.