Move prospects forward in CRM after KYC validation

Sales reps lose momentum when KYC results aren't in the CRM, causing onboarding to pause. This flow updates contact and deal stages from KYC webhooks so sales and ops resume onboarding without delays.

Overview

KYC gaps stall prospects and cost sales reps momentum during onboarding. This workflow pushes KYC results into your CRM and advances deals to the awaiting-email stage, removing manual updates and preventing missed follow-ups. Sales and ops get continuous pipeline visibility and cleaner handoffs.

Notable Features

Update CRM contact fields
Move deals to awaiting email stage
Notify sales reps and ops