Skip to content
Update project status to signed on deal close

Update project status to signed on deal close

Your delivery projects stay unchanged after a deal closes in CRM, creating onboarding delays and unclear owners. Marking projects signed gets delivery moving the same day.

Update project status to signed on deal close

Workflow preview:

Zap details:

Overview

When deals close, unmarked projects stall onboarding and create extra coordination work. This flow flips the project to 'Signed' within minutes, so account managers and delivery coordinators can begin same-day onboarding and resource allocation.

Update project status to signed on deal close