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Create match record when opportunity reaches matched status

Create match record when opportunity reaches matched status

You miss timely outreach when matched opportunities only live in the CRM, leaving campaign managers without an actionable list. They get a shared match list so managers can act same day.

Create match record when opportunity reaches matched status

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Overview

When opportunities flip to a matched status, campaign managers often lack a single, actionable list to work from, which delays outreach. This flow delivers a clean match list into your shared workspace, removing manual entry and enabling same-day campaign inclusion.

Create match record when opportunity reaches matched status