Add closed-won customers to post-sale onboarding and nurture list

Your closed-won records lack contact emails, leaving new learners untagged for onboarding. Syncing purchasers into a post-sale audience ensures onboarding and retention outreach same day.

Overview

When deals close you need reliable post-sale audiences so onboarding and retention communications fire without manual work. This flow routes closed-won opportunity contacts into your post-sale list and tags them with opportunity metadata so onboarding emails and nurture journeys deploy same day.