Update CRM open counts after document is viewed

Your document view events don't reach CRM, leaving reps without engagement context on leads and deals. Records are updated so reps and sales ops see open counts and last-opened dates same day.

Overview

When prospects open sales documents, your CRM should reflect that activity so reps can act immediately. This workflow writes open counts and last-viewed timestamps back to lead and opportunity records, giving sales ops and reps outreach-ready context within minutes.