Create deposit entry and add lead to CRM

Your deposit-stage leads aren't tracked consistently, causing missed follow-ups and opaque commission records. Log each deposit as a sales row and add/update the lead so records are complete same day.

Workflow preview:

Zap details:

Overview

When a deposit posts, reps and commission managers need a single source of truth to act fast. This workflow captures each deposit-stage event, creates a tracker row, and adds or updates the lead so follow-up and payout reconciliation can happen same day.