Create closed-won records from webhooks for onboarding team

Your provisioning webhooks miss closed-won deal records, leaving onboarding without revenue context. The workflow creates deal records so coordinators can start provisioning the same day.

Create closed-won records from webhooks for onboarding team

Overview

If provisioning webhooks don't create CRM records, onboarding waits and revenue context is lost. This flow converts each qualifying webhook into a closed-won deal record and routes owner and revenue data so onboarding coordinators can act the same day.

Create closed-won records from webhooks for onboarding team