Keep sales reps' pipeline accurate when board items close

Sales reps miss closed deals when board items move to Done without CRM updates, leaving pipeline inaccurate. Workflow marks matching opportunities Closed Won so revenue ops maintain accurate pipeline and reps act on closed deals.

Overview

Stale pipeline data hides closed revenue and derails forecasting. This workflow aligns board item completions with CRM opportunity stages, eliminating manual updates and ensuring revenue ops always see the true pipeline. The result is faster recognition of closed business and zero missed follow-ups.

Notable Features

Update CRM opportunity stage
Match board item to opportunity
Notify revenue ops and reps