Create client database and tag deal with ID
Create client database and tag deal with ID
When provisioning webhooks lack a company database, your support team can't complete clinic setup. It creates the database and writes the ID to the deal, so handoff happens same day.
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Overview
Provisioning hooks that arrive without a database force support into manual provisioning and slow clinic onboarding. This flow provisions the database and writes the identifier back into the CRM so your support engineers can complete handoff and enable enrollment same day.