Create onboarding deal and task from form submission

Your pre-onboarding pharmacy submissions arrive untriaged, delaying demo scheduling and contract setup. You get a CRM company, contact, deal, and an onboarding task so coordinators can act the same day.

Overview

Unprocessed pre-onboarding submissions slow demos and stall activation. This flow captures incoming pharmacy form data, creates CRM records and a qualified deal, and assigns an onboarding task so coordinators can act the same day. Implementing it reduces manual entry and gets prospects scheduled faster.