Keep sales ops' deals updated from prospect PDF forms

Sales ops see prospect PDF form submissions leave deal stages stale, causing reps to miss outreach and prospects to slip. Deal records update so reps prioritize outreach and avoid missed follow-ups.

Overview

When prospect PDFs don't update CRM, reps chase stale pipeline data and opportunities slip away. This workflow ensures every form submission creates or updates the deal record so reps see current stages, prioritize outreach, and avoid missed follow-ups.

Notable Features

Create or update deal records
Notify assigned reps of submissions
Set pipeline stage from form