Create closed-won records from webhooks for onboarding team
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.
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.