Update contact information, and create new deal in Freshsales Suite from new estimate in ServiceTitan

Update contact information and create new deals in Freshsales Suite when a new estimate is generated in ServiceTitan. This ensures your sales team has the latest data for effective follow-up and tracking.

Update contact information, and create new deal in Freshsales Suite from new estimate in ServiceTitan

Workflow preview:

Zap details:

Overview

Update contact information and create new deals in Freshsales Suite when a new estimate is generated in ServiceTitan. This ensures your sales team has the latest data for effective follow-up and tracking.

Update contact information, and create new deal in Freshsales Suite from new estimate in ServiceTitan