Convert contract-review forms into CRM contacts and deals

Sales reps miss contract-review leads when submissions never reach the CRM, causing stalled follow-ups and lost opportunities. Creates contacts, deals, and attaches files so reps follow up faster.

Overview

Sales reps lose momentum when contract review submissions don't land in the CRM — that stalls pipelines and lets competitors respond first. This workflow turns every submission into a contact and deal with attached files, giving reps contextual leads so follow-ups happen faster and missed intake is eliminated.

Notable Features

Create CRM contact from submission
Open deal with contextual title
Attach submitted files to deal