Update company records and notify teams on won deals

Your closed deals leave account records and budgets out of sync, delaying onboarding and billing. Keep company fields, budget logs, Slack alerts, and onboarding tasks aligned so handoffs occur same day.

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Overview

When deals move to Won, inconsistent records and missed tasks slow onboarding and revenue recognition. This workflow updates company fields, logs budget changes, notifies the sales channel, and creates follow-up tasks so account teams can act the same day.