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Create closing record in tracker from deal webhook

Create closing record in tracker from deal webhook

Your deal records and contact roles can miss the closings tracker, causing reconciliation gaps. It updates the shared closings sheet so coordinators can reconcile same day.

Create closing record in tracker from deal webhook

Overview

When deals arrive from your marketing or sales stack, they must appear in the closings tracker without manual work. This flow creates or refreshes a single row per deal and enriches it with agent/customer context so coordinators can reconcile and prepare same day.

Create closing record in tracker from deal webhook