Add closed deal contacts to post-project nurture campaign

Your deal-close emails lack structured customer records, so referral and follow-up tasks get missed. Add contacts to a post-project campaign and pipeline automatically, ensuring outreach same day.

Overview

Closed jobs are your best source of referrals, but follow-up often slips when contact details live only in email. This flow captures contact data from the closing email and adds the customer to a post-project campaign and the 'won' pipeline stage. That enables program coordinators to start referral and upsell outreach the same day.