Mark completed contracts as won in CRM and notify team

You get webhook notices when contracts complete, but deals in your CRM stay unchanged and reps lack final status. This marks the deal won and notifies the team so owners see the update within minutes.

Mark completed contracts as won in CRM and notify team

Overview

Signed contracts that never reach the CRM create forecast blind spots and slow revenue handoffs. This flow flips a deal to won and alerts the account owner automatically, so your reps act on closed business within minutes.

Mark completed contracts as won in CRM and notify team