Project managers keep CRM cases updated with contracts

Project managers miss contract numbers in CRM after external acceptances, causing handoffs to stall. This workflow updates case with contract number and status so sales and account teams start handover.

Overview

Project managers watch handoffs stall when contract acceptances never reach the CRM. This workflow writes the contract number and status to the related case and notifies sales and account owners, eliminating manual updates and ensuring handovers start promptly. The result is fewer missed contract links and smoother post-sale onboarding.

Notable Features

Write contract number to case
Set case status to accepted
Notify sales and account owners