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Create onboarding deal and update contact from signup webhook

Create onboarding deal and update contact from signup webhook

Your onboarding signups often lack a tracked deal or contact, leaving coordinators without context for outreach. You get a staged onboarding deal and updated contact record ready for outreach same day.

Create onboarding deal and update contact from signup webhook

Overview

When signups arrive without a tracked contact or deal, onboarding stalls and outreach is reactive. This flow guarantees every signup becomes a contact and a staged onboarding deal so coordinators and reps can act on leads the same day.

Create onboarding deal and update contact from signup webhook