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Create opportunity record and notify marketing when deals close

Create opportunity record and notify marketing when deals close

Your won deals aren't added to opportunity records, leaving job details untracked and slowing onboarding and invoicing. Opportunity records are created for campaign and billing teams same day.

Create opportunity record and notify marketing when deals close

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Overview

When deals close, missing records stall onboarding and delay invoicing for campaign managers and billing staff. This workflow turns every won deal into a marketing opportunity record immediately, so teams get the job details and can act the same day.

Create opportunity record and notify marketing when deals close