Engineering: Capture mentee signups and create CRM deals

Engineers managing signup webhooks lose mentee records and cause onboarding gaps. This flow puts mentees into CRM, schedules onboarding activities, and sends confirmations so follow-up starts quickly.

Overview

Unprocessed mentee sign-ups create onboarding gaps and missed bookings. This workflow turns signup webhooks into CRM deals, scheduled onboarding activities, and confirmation emails, eliminating missed follow-ups and letting sales and operations start onboarding quickly.

Notable Features

Create or update CRM deals
Schedule onboarding activities reliably
Send confirmation emails to mentees