Add estimate and sales value to lead records

When estimate records lack CRM quote and close values, your sales reps miss context for prioritization and outreach. Keep lead records enriched so reps can act on accurate values same day.

Overview

Estimates that don't land in the CRM create blind spots for reps and drag down forecast accuracy. This flow injects quote and closed-won values into lead records so reps see actionable numbers within minutes and can follow up the same day.