1.Monitors estimate created or updated
Integrate LMN and CRM tools to detect estimate created or updated for downstream routing.
Add estimate values to CRM contacts and marketing list
Automatically monitor estimate created or updated across LMN and CRM and marketing list apps. Create and update lead quote and contact values when estimate updates happenβso you can keep pipeline status accurate without manual data entry.
How this automation updates your CRM quotes and contact lists
When estimate totals change, quotes and statuses can drift and follow-up gets delayed. This automation filters estimates, finds leads, updates lead values, and adds or updates contactsβso your team can act on accurate quote data.
LMNor swap with your favorite app
2.Filters valid estimate and email
Integrate Filter by Zapier and email validation tools to continue only for qualifying estimate types and an existing contact email.
Filter by Zapieror swap with your favorite app
3.Finds lead by matching email
Integrate WhatConverts and CRM lookup tools to find the first matching lead by mapping the source email to the lead email.
WhatConvertsor swap with your favorite app
4.Updates lead quote and status
Integrate WhatConverts and pipeline accuracy tools to update lead quote or sales values and lead status from estimate status.
5.Adds or updates contact values
Integrate LeadConnector and CRM contact tools to add or update contact custom value and set contact status from estimate status.
LeadConnectoror swap with your favorite app
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
Set up in minutes
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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