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Sales & CRM

What happens when a deal is marked Closed-Won

Automatically create projects, assign delivery teams, and draft invoices.

3 min read Updated September 2026

With automations turned on, closing a deal can kick off everything that should happen next, without manual handoffs.

Steps

  1. 1Go to Automations → Deal Won.
  2. 2Choose the actions to run, such as creating a project, assigning a team, or drafting an invoice.
  3. 3Test the automation with a sample deal.
  4. 4Turn the automation on.
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