Enroll won deals into review request campaigns for customers

Your won deals in the CRM miss review outreach, so customers often don't get timely review requests. Trigger review invites immediately after a deal closes to capture feedback within days.

Overview

When deals close, you shouldn't rely on manual follow-up to ask for reviews. This flow places new customers into the right review campaign within hours of deal close so your marketing director and program coordinator capture feedback and report reputation gains quickly.