Update contact NDA status and send follow-up email
Update contact NDA status and send follow-up email
Your NDA signings sometimes use an unrecognized email, leaving contacts unlinked. Add signing status and a signup link to the matching CRM contact so onboarding can proceed same day.
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Overview
When NDA signings arrive with mismatched emails, candidate progress stalls and coordinators waste time reconciling records. This flow matches submissions to CRM contacts, updates signing status, and attaches a generated signup link so onboarding can move candidates forward the same day.