Update Deal Stages to Closed Won After e Sign or Payment v1
11 min read
Update Deal Stages to Closed Won After e Sign or Payment v1

If your reps are still manually moving deals to "Closed Won," you're losing time and risking errors.

Let's automate that win with a workflow that updates the deal stage the moment a quote is signed or payment is received.

In this tutorial, we'll build a clean, scalable workflow to automatically move deals to Closed Won, handle multiple pipelines, and even trigger internal celebrations when a new customer signs.