Notify sales team and update estimate status in Airtable and Pennylane when new record is created
Notify sales team and update estimate status in Airtable and Pennylane when new record is created
Update your signed estimate status in Pennylane and notify your sales team in Slack when a new record is created in Airtable. This ensures faster onboarding and keeps your team informed on new estimates.
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Overview
Update your signed estimate status in Pennylane and notify your sales team in Slack when a new record is created in Airtable. This ensures faster onboarding and keeps your team informed on new estimates.