Update lead records with signed PDFs and notify
Update lead records with signed PDFs and notify
Signed lead submissions arrive without PDFs or timestamps, leaving campaign managers without verification. It attaches the PDF and updates the lead so teams can act same day.
Overview
Stop chasing missing signed PDFs and manual updates that slow down outreach. This flow guarantees campaign managers receive a timestamped, attached PDF on the lead record so follow-up and client reporting happen the same day.