Create opportunity from sent proposal and update lead
Create opportunity from sent proposal and update lead
When proposals are sent without linked CRM records, your pipeline shows gaps and reps can't prioritize follow-up. The flow creates an opportunity and updates the lead so reps and sales ops see the change same day.
Workflow preview:
Zap details:
Overview
Sent proposals should convert into visible pipeline, not vanish in inboxes. This flow creates an opportunity and updates the lead automatically so reps and sales ops see proposal-stage deals reflected in the forecast the same day.