Create CRM deal and post signed PDF alert
Create CRM deal and post signed PDF alert
Signed contracts and client data aren't linked to CRM records, delaying deal handoffs and onboarding. Adds the signed PDF to CRM and posts an onboarding alert same day.
Overview
When contracts are signed, you need CRM records and onboarding tasks updated without manual steps. This flow captures the signed PDF, updates contact/company/deal records, and notifies owners so handoffs happen the same day and revenue is actionable.