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Create new account record when deal is secured

Create new account record when deal is secured

Your secured deals lack a consistent account record, delaying provisioning and billing readiness. It creates a new account row and triggers provisioning so onboarding can start the same day.

Create new account record when deal is secured

Overview

Manual account handoffs after deals close create provisioning delays and billing friction. This flow writes a consistent account row and fires your provisioning webhook so onboarding and billing can act the same day.

Create new account record when deal is secured