Create estimate records in CRM from external feed
Create estimate records in CRM from external feed
Your estimate headers arrive detached from deals, leaving sales and billing without pricing context. Add estimates to the linked deal so teams can review proposals and begin invoicing same day.
Overview
When external estimate headers land without a deal link, reps and billing teams lose pricing context and speed. This flow brings those estimates into the deal record so sales ops and billing can review proposals and start invoicing the same day.