Add document status notes to the corresponding lead records

Your proposal documents update outside the CRM, leaving reps without proposal context and stalling timely follow-up. You get updated lead notes so reps can follow up the same day.

Overview

Proposals often change status outside the CRM and reps miss the right moment to follow up, stretching sales cycles. This flow writes clear document-status notes to the matching lead so reps get context and can act within minutes, enabling same-day outreach.