How to create new customer automation
I'm trying to set up a workflow automation that works as such:
Trigger: New organization created.
Condition: Organization must have at least 1 won deal.
Action: Person assigned activity to reach out.
I set it up but cannot get it to work. Does anyone have suggestions for a different way to do this? The only issue I can think of is I need to make the trigger based on the deal status changing to won.