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Create company record when deal moves into onboarding

Create company record when deal moves into onboarding

Deals moved to onboarding often lack a company record, delaying campaign enrollment. Create and link company records so marketing ops can start onboarding campaigns same day.

Create company record when deal moves into onboarding

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Overview

Deals that hit onboarding without a linked company slow campaign enrollment and create manual work for marketing ops. This flow creates and links a company record to the originating deal, updates your tracker, and posts a short, shareable onboarding link — so campaign managers can act the same day.

Create company record when deal moves into onboarding