Send client signature request and update lead record
Send client signature request and update lead record
Your lead records without signed retainers stall client onboarding and delay billing readiness. Get signature links emailed and stored so intake coordinators have agreements on file same day.
Workflow preview:
Zap details:
Overview
If leads sit without signed agreements, onboarding and billing stall; this flow removes that friction by sending a short, trackable signature link and writing the result back to the lead record. Intake coordinators and account managers get signed retainers on file the same day, so projects start on schedule.