Recreation owners: update CRM when contract emails arrive

Recreation facility owners lose revenue and stall onboarding when signed contracts sit buried in email. It updates CRM so operations and sales bill and onboard promptly.

Overview

Signed contracts hidden in inboxes cause missed billing and delayed onboarding for recreation businesses. This workflow keeps CRM start years and program dates current so operations and sales can bill and start customers without manual lookups or missed starts.

Notable Features

Extract signer email from messages
Set customer start year and dates
Notify operations and sales on updates