Create a sales deal when contract is sent

When sent contract documents aren't captured in your CRM, your reps lose deal context and outreach stalls. You get a created deal with contact association so reps can follow up the same day.

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Overview

When contracts are sent, deals should appear in the CRM so reps can act immediately rather than waiting on manual entries. This ties each contract to a populated deal and tracking row, delivering pipeline-ready opportunities within minutes and reducing handoff gaps so IT can remove brittle manual steps.