Add contacts from signed contracts to CRM and projects
Add contacts from signed contracts to CRM and projects
Your signed contracts lack structured contact records, leaving account managers without client context. It creates CRM contacts and links them to projects so teams can start onboarding same day.
Overview
Signed contracts should produce usable CRM contacts immediately so account managers don’t wait on manual entry; this flow captures signatories, creates contact records, and links them to the correct project. Teams get contact and project context within minutes and can begin onboarding same day.