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When you win a deal there is usually a next step: a welcome pack, a kick-off call, an invoice. A workflow that starts when a deal is won does it for you, every time. This guide makes a workflow that creates a task, “Send a welcome pack to” the deal’s name, whenever Northwind wins a deal, and tests it with a real won deal.

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Start with the trigger

1

Make a new workflow

Click Workflows in the left rail, then New Workflow, give it a name and click Create Blank Workflow.
2

Add the Deal Trigger

Click the gear at the top right, then Browse All Nodes. Search for “deal” and click Deal Trigger.
The step list searched for deal: Triggers, with Deal Stage Changed, Deal Trigger, outlined, and Tag Added

The Deal Trigger

3

Tick Won

In the step’s settings, under Events, tick Won. The step then reads When a deal is won. With nothing ticked, it would start on every deal event.
Deal Trigger, When a deal is won: Events, 1 selected, with Created, Moved to another stage, Won ticked and outlined, and Lost

Start only when a deal is won

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Add what should happen

Add the next step the same way. Here it is Create CRM Task. In Subject, type the start of the task and add the deal’s name: click the trigger, open its Output tab, click deal.name to copy it, and paste it into Subject.
Create CRM Task: Subject, Send a welcome pack to, followed by the Deal Trigger deal.name value, outlined

The task's subject, with the deal's name

Click Save Workflow.

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Test it with a real deal

1

Pick a sample deal

Click the trigger and open its Input tab. Under Test sample, click one of your won deals. The test uses it as if it had just been won; the deal itself is not changed.
Test sample: Test run uses Larkspur Hotel in-room coffee as the deal, outlined, with Clear sample; and the deal list with Larkspur Hotel in-room coffee, Closed Won, $12,600.00, ticked and outlined

Larkspur Hotel's deal as the test sample

2

Click Test Run

Every step runs once. Steps that send or save something, like creating the task, are only simulated.
Test completed, 2/2 steps, outlined; Deal Trigger, When a deal is won, Done; and Create CRM Task, Done, Create task Send a welcome pack..., outlined

Both steps done

Here the task step would have created “Send a welcome pack to Larkspur Hotel in-room coffee”, with the name taken from the deal.

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Switch it on

When the test looks right, click the switch at the top so it reads Enabled. From then on, every deal marked won starts the workflow.

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Good to know