Keep onboarding linked to deals for support agents

Support agents miss onboarding context when forms aren't linked to the right deal, causing delayed handoffs. Attach submissions to their deal so onboarding continues without manual lookup.

Overview

Onboarding stalls when support agents lack deal context, risking churn and poor customer experience. This workflow ties each form submission to the correct deal so customer success and sales pick up onboarding with full context, eliminating manual lookup and reducing delays.

Notable Features

Attach form submissions to deals
Search for deals by email
Notify support on unmatched submissions