Instant Sync
Auto-update opportunity records the moment a form is submitted to keep pipelines current.
- Sales Automation
- Offer Management
Offer Management
Automate the hand-off from new offer forms to your CRM so every submission instantly becomes an up-to-date opportunity. Zapier routes data, updates records, and alerts stakeholders without manual effort. This streamlines deal flow, boosts response speed, and preserves data accuracy.
Team Alerts
Send real-time notifications to sales and ops teams so they can act on offers immediately.
Accuracy Guard
Remove manual data entry to reduce errors and ensure consistent offer tracking.
