Web developers route signed leads to stakeholders instantly
Web developers route signed leads to stakeholders instantly
Web developers see signed lead webhooks arrive unrouted, causing onboarding reviews to stall and cohort starts to slip. This sends the signed PDF and contact info to stakeholders to review.
Overview
Signed leads that sit unrouted stall onboarding and delay cohort starts. Route every signed PDF and contact record to legal, campaigns, and case teams so stakeholders review and coordinate next steps, enabling faster handoffs and zero missed follow-ups.
Notable Features
- Attach signed PDF to alerts
- Deliver contact details to stakeholders
- Create review task for responsible teams