Update onboarding tracker and notify CSMs with call outcome
Update onboarding tracker and notify CSMs with call outcome
Your onboarding call webhook lacks structured tracking, leaving account rows stale and CSMs unprepared. The workflow updates the tracker and alerts CSMs so account status is accurate same day.
Overview
When onboarding calls don't update your tracker, CSMs miss next steps and accounts stall. This flow keeps onboarding rows current and pings CSMs so follow-ups happen same day, improving handoff visibility and responsiveness.