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.
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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.