Update onboarding pipeline stage from incoming signup webhook
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.
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.