Create company and deal from onboarding webhook submission
Create company and deal from onboarding webhook submission
You get onboarding submissions that don't create company, contact, and deal records, delaying SDR outreach. Create linked CRM records so Sales Ops can route accounts within minutes.
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Overview
Onboarding submissions often arrive without CRM records, leaving SDRs blind and KYB work unfinished. This flow converts each submission into a company, deal, and linked contact, then posts a summary so Sales Ops and reps can act within minutes.