Create structured onboarding tracker row from new ticket

Your onboarding tickets lack a central tracker, leaving sales ops without intake context or deal links. Gain a single tracker row per request so coordinators can prep before integration.

Overview

Untracked onboarding tickets slow deal readiness and cause integration delays. This flow logs each onboarding request into a single-sheet tracker, linking intake to deals so sales ops and coordinators can act on requests the same day. It reduces manual entry and surfaces missing details ahead of kickoff.