Customer success · For Customer success, Sales
Won deal handoff
When a large deal is won, waits an hour for the dust to settle, then opens the onboarding task for the team. A recipe: an event trigger, a condition, a wait and a task.
Opens the template in the app. Sign in or start free first.
What it's for
Every large win gets an onboarding kickoff, on time.
- Teams handing won deals to customer success
What you get
- An onboarding task on the deal
When it runs
- When a deal is won
What it uses
- Your Closefinch records
When you run it yourself, you choose (an event fills these in):
- Deal
- Smallest amount to hand off (optional)
Its steps
- Read deal
- Large enough
- Settle
- Kick off onboarding
Approvals
Creates a task inside the CRM; nothing leaves the platform.
Checked before release
The template's eval suite must pass these before a version ships:
- Hands off a large won deal after the wait
- Skips a small won deal
Questions
- Where's the threshold?
- $10,000 in the condition step; edit the draft to change it.
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