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Update company onboarding record via webhook for ops team

Update company onboarding record via webhook for ops team

Onboarding webhooks arrive without CRM or sheet updates, leaving coordinators unsure of status. It updates CRM, logs a sheet row, and pings ops so coordinators act same day.

Update company onboarding record via webhook for ops team

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Overview

When self-service onboarding posts land without CRM or tracker updates, coordinators waste time searching and integrations stall. This workflow updates company profiles, logs a tracking row, and notifies ops so customers progress through onboarding the same day.

Update company onboarding record via webhook for ops team