Update CRM deal with lab results and attachments
Update CRM deal with lab results and attachments
Your deal records miss incoming lab results, forcing manual lookups and delaying compliance checks. The flow updates the deal and attaches results so reviewers get full context same day.
Workflow preview:
Zap details:
Overview
Incoming lab results often land in a queue and require manual lookups, which slows review and risks audit gaps. This flow marks the referenced deal as delineated and attaches result files so research admins and compliance staff see full context within minutes.