Create onboarding records from newly closed won deals

Your closed-won deals often leave customer profiles unsynced, so CS lacks account context for onboarding. Create complete onboarding records so CS and sales ops can begin setup same day.

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Overview

When deals close won, missing or incomplete account profiles block fast onboarding and frustrate CS. This workflow creates full onboarding company records and sets the onboarding flag automatically, so CS and sales ops can start setup same day and reduce handoff delays.