Create buyer contact and attach signed profile to CRM
Create buyer contact and attach signed profile to CRM
You get buyer PFS submissions without CRM contacts or PDFs, delaying outreach and owner handoffs. The flow creates contact records and attaches the signed PDF so brokers can follow up the same day.
Overview
Signed buyer profiles often land without a linked CRM record, which slows follow-up and handoffs. This flow creates or updates the contact, attaches the signed PDF, shortens the file link, and notifies the owner so brokers can act the same day.