Keep sales reps informed of signed agreements instantly

Sales reps miss signed contracts buried in email, causing onboarding delays and missed billing. Route completed agreements to CRM so reps and ops start onboarding and billing without manual checks.

Overview

Signed contracts slipping through inboxes delay onboarding and risk missed billing. This workflow tags contacts and updates CRM records so sales reps and ops see agreement type and payment terms immediately. The result is faster handoffs and far fewer manual tagging errors during onboarding and billing.

Notable Features

Tag contacts on contract completion
Update plan and payment fields
Notify sales reps and ops