Skip to content
Add signed contract customers to marketing list before billing run

Add signed contract customers to marketing list before billing run

Your signed contract notices arrive untracked and leave customers off lists, causing missed onboarding and delayed upsells. Sales ops add and tag contacts so marketing can engage them before billing run.

Add signed contract customers to marketing list before billing run

Workflow preview:

Zap details:

Add signed contract customers to marketing list before billing run