Make the handoff from sales to onboarding seamless the moment a deal closes. This automation spins up a fresh onboarding project, passes the deal context to the success team, and welcomes the customer, so nothing gets lost between signing and kickoff.
What's Included
- Onboarding project: auto-create a kickoff project from the closed deal.
- Context handoff: carry over the deal notes so the success team starts informed.
- Customer welcome: send a kickoff message so the client feels the momentum.
- Team notification: alert onboarding and account owners that a new client is live.
How To Use
- Clone this automation and connect your pipeline so closed-won deals fire the Triggers.
- Set up your onboarding project template.
- Map deal context into the kickoff in the Actions step.
- Enable the toggle to start handing off deals automatically.
Pair it with the DealFlow Sales CRM or explore more systems in the Community Gallery.