Update lead record status when signature finishes instantly
Update lead record status when signature finishes instantly
Your lead records miss updated contract status when e-signatures finish, leaving reps unaware of signed deals and slowing next steps. Get clear, current contract status for sales teams within minutes.
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Overview
Signed contracts should be reflected in the CRM as soon as the signature completes. This flow updates lead records within minutes of a completed envelope, so reps can prioritize signed deals and reduce manual chasing.