Create onboarding deals from selected funnel signups in CRM

Your onboarding form responses sit untriaged and lack context, delaying recruiters. The workflow converts qualifying responses into CRM deals so teams can begin outreach the same day.

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Overview

When onboarding submissions arrive untracked, recruiters and account managers lack the context to act quickly. This flow creates CRM deals from qualifying funnel responses, delivering structured opportunities to owners so outreach can start the same day.