Update opportunity record when signed partner agreement arrives
Update opportunity record when signed partner agreement arrives
Signed PDFs aren't linked to opportunity records, leaving stages and close dates outdated for reps and ops. It updates opportunity stage and close date the same day.
Workflow preview:
Zap details:
Overview
When signed partner agreements aren't attached to deals, reps lack closure context and follow-up stalls. This flow links signature events to the correct opportunity and advances stage automatically, giving reps accurate deal status the same day.