Add signed agreement contact to CRM and lists
Add signed agreement contact to CRM and lists
Signed agreements left unlogged keep your onboarding and campaign teams without purchase context. It attaches the signed PDF, updates records, and issues access invitations within minutes.
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Overview
When an agreement is signed, your onboarding and campaign teams should act immediately — not wait for manual updates. This flow links the signed PDF to the customer record, adds the contact to your marketing audience, issues access invites, and alerts the right owner so onboarding can begin within minutes.