Start onboarding for won deals and update log

Won deals often miss onboarding steps, forcing CS to chase welcome messages and manual setup. This adds customers to your onboarding log and starts welcome outreach so reps finish setup same day.

Workflow preview:

Zap details:

Overview

When deals close, onboarding steps often slip and CSMs end up doing manual follow-ups; this flow captures the customer, validates payment details, updates your onboarding log, and launches welcome outreach. That gets customers scheduled and configured within minutes of deal close and alerts CS immediately on any billing mismatches.