Update onboarding deal and notify team when booked

Your onboarding bookings often lack CRM stage updates and booking context, leaving reps scrambling before calls. Update opportunities and send a team alert so reps and coordinators are prepared same day.

Overview

When a client books an onboarding call, your reps need the CRM updated and a clear signal in the team channel immediately. This flow moves the booking into the right pipeline stage and alerts the onboarding channel, so reps have context and can prepare same day.