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Create deal and organization from prospect email clicks

Create deal and organization from prospect email clicks

Prospect email clicks aren't logged, leaving delivery teams without deal context. Add organization and deal records so project managers gain visibility before kickoff.

Create deal and organization from prospect email clicks

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Overview

When prospects click outreach links, delivery planning often lags because records aren't created and teams lack context. This flow creates company and deal records automatically from click events, giving project managers immediate pipeline visibility within minutes so teams can prepare before kickoff.

Create deal and organization from prospect email clicks