# Sales to Customer Success Handoff, Written for You

Source: https://maito.app/workflows/hand-over-a-closed-deal

When a deal closes, Maito collects goals, contacts and promises from the CRM and email, writes the handoff and drafts the welcome email.

When a deal closes, everyone who needs to know gets the full story.

[Sales](https://maito.app/workflows/team/sales) · When something happens · Updated October 19, 2026

Works with

-   Slack
-   Email
-   [HubSpot](https://maito.app/workflows/tool/hubspot)
-   [Salesforce](https://maito.app/workflows/tool/salesforce)
-   [Attio](https://maito.app/workflows/tool/attio)
-   [Pipedrive](https://maito.app/workflows/tool/pipedrive)
-   Gmail
-   Microsoft 365
-   Superhuman Mail

## How do you hand over a closed deal to customer success?

To hand over a closed deal to customer success, set a Loop in Maito to start when a deal closes. It reads the CRM record and the email thread, writes a handoff with goals, contacts, promises and risks, posts it in Slack for the new owner, and drafts a welcome email for review.

## How it's done today

Customer success learns about the new customer from the kickoff invite.

## What Maito does

1.  Detect the closed-won deal
2.  Write a handoff: goals, contacts, promises, risks
3.  Post to the success team
4.  Draft the welcome email

## Example

Loop run: Deal closed won in HubSpot · Globex, $48k

**Maito** (2:40 PM):

**Handoff: Globex, $48,000 a year, 80 seats, starts Nov 2.** Dana to Jo.

**Goal:** cut onboarding from six weeks to three (call, Oct 8).  
**Contacts:** Priya, ops lead and champion. Tom signed for finance.  
**Promised:** SSO set up by Nov 15, a shared Slack channel, weekly check-ins for six weeks.  
**Risk:** Priya is the only champion.

**Catch:** the SSO date is only in Dana's Oct 14 email to Priya. It isn't in HubSpot or the contract, so nobody on your side would know it.

Welcome email to Priya is in Dana's Gmail drafts for review.

**Jo** (2:44 PM):

who at Globex handles IT? I need them for SSO.

**Maito** (2:45 PM):

Raj is copied on Priya's Oct 14 reply and signs off as 'IT Lead'. He isn't in HubSpot yet, so I'd ask Dana to add him.

## How to set it up

When something happens Hand over a closed deal

Ask your agent

“When a HubSpot deal moves to Closed won, write a handoff for the success team in #cs-new and draft a welcome email to the main contact. The account owner reviews the email.”

Connect CRM

-   HubSpot
-   Salesforce
-   Attio
-   Pipedrive

Connect email

-   Gmail
-   Microsoft 365
-   Superhuman Mail

Not connected yet? Your agent sends you a link to sign in.

## What it won't do

Maito can't see promises made on a call or in a DM it wasn't part of. Check the handoff against what the rep remembers.

## Questions

### What triggers it?

A webhook from your CRM when a deal moves to closed won. You can also mention Maito on a deal and ask for a handoff.

### Does it send the welcome email?

No. The email lands in the rep's drafts in Gmail or Microsoft 365 and waits for review.

### Does it find promises made outside the CRM?

Yes, where they are in email. It flags commitments such as dates or setup work that only exist in a message and not in the contract.

## More sales workflows

-   [Research an account before a call Get a one-page brief on the company and the people you're meeting, without opening ten tabs. Sales · When you ask Works with Google Calendar, Microsoft 365, HubSpot, Salesforce.](https://maito.app/workflows/research-an-account-before-a-call)
-   [Brief every meeting automatically Every morning, get a short brief for each external meeting on your calendar. Sales · On a schedule Works with Google Calendar, Microsoft 365, HubSpot, Salesforce.](https://maito.app/workflows/brief-every-meeting-automatically)
-   [Draft the follow-up after a sales call Turn the call notes into a follow-up email that covers what was promised. Sales · When something happens Works with Granola, Fireflies, Gmail, Microsoft 365, HubSpot, Salesforce.](https://maito.app/workflows/draft-the-follow-up-after-a-sales-call)
-   [Update the CRM from a Slack thread When deal news comes up in a thread, mention Maito and the CRM gets updated. Nobody types it twice. Sales · When you ask Works with HubSpot, Salesforce.](https://maito.app/workflows/update-the-crm-from-a-slack-thread)
-   [Weekly pipeline review See which deals moved, which stalled, and which need you, before the pipeline meeting. Sales · On a schedule Works with HubSpot, Salesforce.](https://maito.app/workflows/weekly-pipeline-review)
-   [Score and route inbound leads New sign-ups and form fills get researched and sent to the right rep, or to nurture. Sales · When something happens Works with HubSpot, Salesforce.](https://maito.app/workflows/score-and-route-inbound-leads)

[See all workflows](https://maito.app/workflows)

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