Update deal records when contract document status changes
Update deal records when contract document status changes
Your contract document statuses don't reach your deal tracker, so reps lack signing context and follow-ups are delayed. This updates deal rows so you see signing status and can act within minutes.
Overview
Contracts that aren't reflected in your deal tracker cause stalled follow-ups and missed closes. This flow captures document events and writes signing status back to the deal sheet, giving sales ops and reps reliable signing visibility within minutes so they can act immediately.