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Create customer record and deal from onboarding webhook

Create customer record and deal from onboarding webhook

Your post-onboarding submissions lack CRM contacts and deals, leaving account managers without prioritized handoffs. Create contact records and a deal automatically so managers can start outreach same day.

Create customer record and deal from onboarding webhook

Overview

Onboarding webhooks often land without CRM records, leaving reps scrambling to identify and prioritize new customers. This flow creates the contact and deal instantly and posts a team note so account managers can begin outreach the same day.

Create customer record and deal from onboarding webhook