Update CRM contact record when contract signing completes
Update CRM contact record when contract signing completes
Signed contracts arrive but contact records aren't updated, so account teams lack status to start onboarding. Tag the contact on signature completion so you can begin onboarding same day.
Overview
Signed agreements that don't show up in the CRM stall onboarding and leave account managers blind to next steps. This flow writes a clear signed marker and document category to the contact record so teams can begin onboarding and outreach the same day.