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Update CRM contact records when agreements are signed

Update CRM contact records when agreements are signed

You lose real-time agreement context when signed PDFs stay unlinked, slowing reps and stalling billing. The workflow tags contacts as signed so teams can act same day.

Update CRM contact records when agreements are signed

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Overview

Signed agreements often live disconnected from CRM records, which stalls reps and billing. This flow writes signed status and attaches PDFs to the contact so sales and billing have agreement context immediately and can act same day.

Update CRM contact records when agreements are signed