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Create and update client records after deal close

Create and update client records after deal close

Your closed-won deals lack billing-ready client records, delaying invoices and project starts. Get accurate client records synced to billing and time tracking so invoicing and onboarding occur same day.

Create and update client records after deal close

Overview

Closed-won deals should trigger billing and project setup, not manual spreadsheets. This flow creates or updates client records in your billing/time system and records the external client ID in your master sheet, enabling same-day invoicing and faster project kickoff.

Create and update client records after deal close