Closed Won -> Add Contact to Partner DB List

FieldValue
ID41518139
StatusEnabled
Object TypeCONTACT
Scopeambiguous
CreatedMar 29, 2023
UpdatedSep 11, 2025

Functional Analysis

Business Trigger: Deal is marked as closed won

Business Outcome: Add associated contact to partner database list for post-sale relationship management

Type: Routing | Complexity: medium

Multiple extension actions suggest complex partner database integration

**Scope Note:** Post-sale contact routing could be sales (account management) or marketing (customer success campaigns)

How This Workflow Functions

This workflow is designed to convert the trigger "Deal is marked as closed won" into the outcome "Add associated contact to partner database list for post-sale relationship management".

Runtime MetricValue
Total action nodes2
Decision points (branches)0
Data update actions0
Delay/wait actions0
Notification actions0
Task creation actions0
External call actions0

Enrollment / Entry Criteria

Legacy Segment Criteria

GroupCriteria
1No filters

Step-by-Step Action Flow

SequenceContextAction TypeWhat Happens
1Main FlowEXTENSIONExecute EXTENSION action
2Main FlowEXTENSIONExecute EXTENSION action

Action Narrative