Business owners: update deals after client onboarding form

Business owners risk stalled deals when onboarding forms don't update deal records, causing inaccurate pipeline and delayed handoffs. This flow updates and advances the deal on form submission, so sales and onboarding start next steps immediately.

Overview

Onboarding forms that aren't linked back to deals create inaccurate pipelines and stalled handoffs, putting revenue visibility and client experience at risk. This workflow ties client submissions directly to the deal record so sales and onboarding get immediate visibility and avoid missed follow-ups.

Notable Features

Update deal records from forms
Advance deal stage on submission
Notify sales and onboarding instantly