Keep sales reps updated when contracts are signed

Sales reps lose closed-deal visibility when signed contracts aren't logged. This logs each signed agreement to CRM and links it to the right contact and deal for auditable records and instant handoffs.

Overview

Unrecorded signed contracts create pipeline blind spots and audit exposure for revenue teams. This flow captures every signed agreement as a CRM engagement and links it to the right contact and deal, delivering auditable trails and immediate visibility for post-sale handoffs.

Notable Features

Create CRM engagement on signature
Attach agreement to contact and deal
Flag contact record as contracted