Send NDA and log access request in CRM
Send NDA and log access request in CRM
Your Trust Center requests arrive without a signed NDA, triggering manual follow-ups and delaying access. The flow sends the NDA and logs the request in CRM so you can grant access same day.
Workflow preview:
Zap details:
Overview
Manual NDA handling and tracking creates delays and extra work for support ops and account teams. This flow auto-sends the NDA and writes the access request into CRM, so your teams can approve Trust Center access and resolve requests same day.