Start onboarding when opportunity closes and account ready
Start onboarding when opportunity closes and account ready
You get closed-won webhooks without a consistent onboarding record, stalling handoffs and losing implementation context. It starts a project and routes account details to coordinators so work begins same day.
Overview
Closed-won notices without structured intake cost implementation time and frustrate customers. This flow guarantees a project is created and account details reach coordinators so implementation can start same day and SLAs are met.