Marketing ops: rename Slack onboarding channels after wins
Marketing ops: rename Slack onboarding channels after wins
Marketing ops lose track when temporary Slack channels aren't renamed after deals win, causing onboarding confusion. Trigger an ops ticket when deal stage changes to won so channels get renamed and onboarding starts with proper context.
Overview
When deals close, mislabeled Slack channels create onboarding friction and wasted handoffs for marketing ops. This workflow files an ops ticket and notifies operations the moment a deal moves to won, eliminating missed rename requests and ensuring onboarding begins with accurate context.
Notable Features
- Create ops ticket when won
- Attach deal details to ticket
- Notify operations via Slack message