Update CRM deal and company after signed contract
Update CRM deal and company after signed contract
Signed contracts aren't reflected in CRM, leaving reps without agreement context or renewal dates. Update deal and company records with signing status and a contract link so teams can act same day.
Overview
Signed contracts that don't surface in the CRM create handoff friction and delay renewals. This flow writes signing status, effective dates, and a contract link to deal and company records so account teams have the context they need same day.