Send won deal details to post-sales intake endpoint
Send won deal details to post-sales intake endpoint
When deals go to won, post-sales often get messy contact and premium details that stalls onboarding. Cleaned phone, formatted premium, and date are sent to intake for same-day processing.
Workflow preview:
Zap details:
Overview
Messy contact and premium fields after a deal closes slow down onboarding and billing. This flow standardizes phone and premium data and posts it straight to your intake endpoint so post-sales coordinators can onboard clients same day.