Keep business owners capturing new customers for reviews

Business owners lose testimonials when Completed deals slip from the CRM and post-sale outreach stalls. It creates customer records when deals hit Completed so marketing can enroll them in reviews.

Overview

Missed post-sale outreach costs business owners valuable testimonials and brand momentum. This workflow captures customer records the moment deals hit Completed and feeds them into marketing's review campaigns, eliminating missed review requests and ensuring every new customer is enrolled.

Notable Features

Create customer records from completed deals
Enroll customers into review campaigns
Notify marketing of new customers