Skip to content
Attach onboarding documents to deal and notify owner

Attach onboarding documents to deal and notify owner

Your onboarding form uploads sit outside the CRM, leaving deals without required paperwork and delaying verification. You get files added to the deal and the owner notified same day.

Attach onboarding documents to deal and notify owner

Workflow preview:

Zap details:

Attach onboarding documents to deal and notify owner