Move verified claim submissions into signed deal stage

Your claim submissions arrive without CRM status updates, leaving sales unsure which deals have signed consent. The workflow moves deals to the signed stage so sales can process confirmations same day.

Overview

Signed consent often lives in a form inbox while deals remain unchanged in the CRM, slowing follow-up and revenue activities. This flow writes consent details to your ledger and advances the related deal into the signed stage immediately, giving sales same-day visibility to act.