Close onboarding CRM ticket when project task completes

Your onboarding tasks complete but the linked CRM ticket often stays open, leaving account managers without closure and delaying billing. Close tickets and record handoffs same day.

Overview

Onboarding finishes in your project tool, but your CRM often still shows open tickets — that breaks handoffs and delays billing. This flow closes the matching ticket and records the handoff so account managers and finance can act the same day, reducing manual updates and missed follow-ups.