Capture client and sale records for sales reps

Sales reps miss revenue when training sign-ups don't create ERP client and sale records, causing onboarding delays and missed billing. It creates ERP client and sale entries so onboarding starts.

Overview

Missed ERP entries leave revenue unrecorded and slow onboarding, putting sales reps at risk of lost sales and stalled forecasts. This Zapier workflow ensures every training registration creates or updates client and sale records so sales and operations see billing and can start onboarding with fewer manual handoffs and fewer missed follow-ups.

Notable Features

Create or update client records
Create sale entries in ERP
Notify sales and operations