Add closed won customers to email segment for onboarding

Your onboarding is delayed when new customers aren't added to email lists after a deal closes. It pushes closed‑won contacts into your customer segment so onboarding can start the same day.

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Overview

When deals close, marketing ops needs reliable customer lists to start onboarding and lifecycle campaigns; manual exports cause delays and missed touchpoints. This flow captures closed-won contacts into your customer segment automatically so onboarding can begin the same day and campaign managers keep schedules on track.