Create buyer contact, send welcome email, alert team

You get buyer signups missing contact details and agreement context, delaying access reviews. Contacts are created, welcome email sent, and team alerted so reviews finish within two business days.

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Overview

When buyer registrations arrive without consistent contact or agreement context, access reviews slow and manual work spikes. This workflow captures each submission as a CRM contact, sends a welcome email with the agreement when available, and alerts your review channel so credentials are reviewed within two business days.