Create intake row and alert sales ops via channel

When opportunities move to quote stage they often lack intake details, leaving reps and coordinators unsure who requested onboarding. Record account info and alert owners so intake begins same day.

Overview

Deals that hit the quote stage often lack intake context, forcing reps to chase details and delaying onboarding. This flow logs the account into a single intake sheet and pings owners in your channel so coordinators can start outreach same day.