Skip to content
Templates
Create deal and per-item line for each product

Create deal and per-item line for each product

Your intake webhook groups multiple units in one submission, removing per-unit deal context. Create per-unit deal lines so teams get accurate records for quoting and fulfillment today.

Create deal and per-item line for each product

Workflow preview:

Zap details:

Overview

Stop losing per-unit detail when orders arrive as bundled submissions. This flow creates one CRM deal and a product line per unit so sales, parts, and billing teams have accurate records for quoting and fulfillment the same business day.

Create deal and per-item line for each product