Keep engineering client records current when leads convert

Engineers see converted leads fail to become client records, causing onboarding delays and handoff errors. This workflow creates client records on Convert so operations start onboarding immediately.

Overview

Converted leads that don't become client records stall onboarding and force operations into manual cleanups. This workflow ensures every converted lead becomes a client record and notifies sales and ops, eliminating lost records and enabling faster handoffs.

Notable Features

Create client records on convert
Check for existing client by phone
Notify sales and ops of new clients