Add closed-won deals to customer list and workflow

When closed-won orders aren't on your customer list, campaign managers and reps miss post-sale outreach cues. Add them to the customer list and enroll in post-sale workflow so outreach starts same day.

Workflow preview:

Zap details:

Overview

Missed post-sale touches hurt small manufacturers more than they show on paper; you need customers enrolled into care and onboarding immediately after purchase. This flow ensures closed deals join your customer list and enter the post-sale workflow so campaign managers can send product-specific outreach the same day.