Set lead group and status after document completion

You get completed client documents that don't update the CRM lead, leaving reps unsure of status and next actions. This updates the lead so reps see group and status for same-day follow-up.

Overview

Signed documents must translate into pipeline progress, not manual guesswork. This flow writes document completion into the CRM so your reps see the correct group and status and can execute same-day outreach. That reduces handoff delays and keeps deals moving.