SALES
Record a Loom kickoff handoff when a Salesforce deal closes won
When a Salesforce opportunity flips to Closed Won, it generates a personalized onboarding kickoff Loom from the sold scope and emails it to the customer while handing off context…
How it runs
The automated pipeline, trigger to output.
- TriggerSalesforce opportunity flips to Closed WonSalesforce
- ActionFetch opportunity, products, and close notesSalesforce
- ActionCreate kickoff Loom outline and capture linkLoom
- ActionEmail welcome Loom to customerGmail
- OutputCreate CS onboarding handoff task in AsanaAsana
What it does
This workflow bridges the sale-to-onboarding gap. When a Salesforce opportunity moves to Closed Won, it builds a personalized welcome and kickoff Loom from what was actually sold, sends it to the new customer, and creates a structured onboarding handoff task for Customer Success so nothing discussed during the deal gets lost.
When to use it
Use it when handoffs from sales to CS are lossy and new customers wait too long for a warm welcome. The Loom gives the buyer a friendly face on day one; the Asana task gives CS the full deal context immediately.
How it works
- 1A Salesforce opportunity stage change to Closed Won fires the trigger.
- 2The flow pulls the opportunity, sold products, primary contact, and close notes from Salesforce.
- 3It creates a kickoff Loom recording outline covering what was purchased and the promised outcomes for the rep to record.
- 4Once published, the share link is captured.
- 5Gmail sends the customer the welcome Loom, and Asana creates an onboarding task with the deal summary assigned to the CS owner.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 2Connect LoomVideo transcripts, libraries.
- 3Connect GmailRead, draft, send, label.
- 4Connect AsanaTasks, projects, milestones — everywhere.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
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