Update onboarding pipeline stage from incoming signup webhook

Your onboarding submissions arrive without matched CRM records, leaving deals in the wrong stage and reps without context. Get updated contact and deal stages so reps act same day.

Update onboarding pipeline stage from incoming signup webhook

Overview

Onboarding payloads that don't map to CRM records stall deals and waste rep time. This flow keeps person records current and moves the related deal into the correct onboarding stage so reps and coordinators can act within minutes and keep onboarding progressing.

Update onboarding pipeline stage from incoming signup webhook