What this workflow solves
When an account is marked Closed Won in CRM, stop sales outreach and create a CSM handoff task.
A closed-won deal is a victory, but it's also the moment things get fragile. Sales outreach should stop instantly, the CSM team needs to know to pick up the relationship, and the contact should never get another cold sequence from your team again. Without automation, sequences keep running for days after the deal closes, and the handoff to CSM happens through Slack messages and good intentions.
This recipe catches every closed-won deal the moment it's flagged, pulls back all active outreach at the account, and creates a task for the CSM team so the relationship transitions cleanly.
How the workflow works
- Trigger: Account updated
- Action: Removes contacts at the account from active sequences
- Action: Creates a task for the CSM owner
How to set it up
This recipe is built from scratch. Open Workflows, click New workflow, and start with a blank canvas.
- Add a trigger and select Account updated. Add a CRM filter on your deal status field, set to the value your team uses for closed-won.
- Add a Remove contacts from sequence action. Pick which sequences should stop, or leave it set to any sequence to pull back all active outreach.
- Add a Create one-off task action. Set the task type, assignee (the CSM owner for the account), and schedule so the handoff is scoped clearly.
- Hit Launch.