Create onboarding task and account record on win

Your closed-won deals reach onboarding without contact, pricing, or feature context, delaying kickoff. This creates account, contact, Drive, and onboarding records so teams start the same day.

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Overview

Closed-won handoffs are where deals stall: reps close, then onboarding chases missing details. This flow publishes an account record, Drive folder, contacts, and an onboarding task automatically so onboarding can begin within minutes and schedule intake the same day.