Create upgrade deal from portal requests for account owners

Self-service license requests arrive as raw webhooks without CRM links, leaving reps unable to triage upgrade demand. It creates opportunities and contacts so owners have request context within minutes.

Overview

Self‑service license requests frequently show up as raw payloads and require reps to reconstruct context before outreach. This flow turns each request into a CRM deal and contact, surfaces it to the account owner, and delivers sales-ready details into the pipeline within minutes.