Keep marketing ops informed when jobs are won

Marketing ops miss won-job updates when Signed Contract changes are missed, causing misrouted handoffs and stale pipeline reports. Create and update opportunities so reps start handoffs immediately.

Overview

Missed Signed Contract updates create pipeline gaps and slow operational handoffs. This workflow ensures every won job becomes a CRM opportunity, aligning sales reps and operations for immediate handoffs and accurate reporting. Expect fewer manual fixes and faster, visible handoffs.

Notable Features

Create opportunity records automatically
Assign won deals to sales reps
Update pipeline stage and notes