Update CRM contact and notify team on signed deal
Update CRM contact and notify team on signed deal
Signed quotations arrive by webhook but contact records and deal status stay outdated. Update the contact and notify coordinators so onboarding and outreach begin same day.
Overview
Signed quotations that don't update contact records slow follow-up and stall onboarding. This flow updates contact status, emails your configured recipients, and posts deal data to your onboarding endpoint so next steps begin the same day.