Create new customer record from contract conditions form

Your contract form submissions lack routing and cause ambiguous intake records that delay sales follow-up. This creates full lead records and a create-dossier flag so reps can act same day.

Overview

Contract submissions often arrive unprocessed and leave reps guessing whether to open a customer dossier. This pipeline turns every submission into a complete intake record and flags dossier creation so reps can follow up same day and start onboarding faster.