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Contract Handoff to Customer Success

Automatically transfer signed contract details from Sales to Customer Success so onboarding starts with complete context, clear expectations, and zero rework.

Post-Sales Intermediate Deal Closed Trigger CRM · CS Platform · Slack

Overview

This workflow activates when a deal is marked as closed-won, ensuring that Customer Success receives a complete, standardized handoff from Sales. Key contract terms, customer goals, and implementation details are captured automatically to prevent gaps or misalignment.

How it works

  1. Deal is marked Closed–Won in the CRM
  2. Contract details and notes are extracted
  3. Customer Success record is created or updated
  4. Internal handoff summary is posted to Slack
  5. CS owner is assigned and notified

Key data passed to CS

  • Customer name, plan, and contract value
  • Start date, term length, and renewal date
  • Sales notes and implementation considerations
  • Success criteria and promised outcomes
  • Primary contacts and stakeholders

Set up this workflow

  1. Connect your CRM and CS platform
  2. Define the Closed–Won trigger conditions
  3. Map required contract and account fields
  4. Configure Slack or email notifications
  5. Activate the workflow