Create CRM deal and send onboarding email to lead

Checklist form submissions arrive without a CRM record, leaving reps with no context for follow-up. It creates or updates a deal and sends an onboarding email so reps can act same day.

Overview

Unchecked checklist submissions leave reps without context and slow onboarding; this flow captures every submission into your CRM and database, sends the onboarding message, and advances the deal so outreach happens immediately. Reps and onboarding coordinators get complete contact context and can act same day.