Keep turnkey offering records updated from heat pump quotes

Operations coordinators miss heat pump quote updates, which stalls scheduling and approvals. Zapier updates the Turnkey Offering so approvals and scheduling use accurate cost and equipment info.

Overview

Outdated quote submissions create scheduling confusion and stalled approvals for operations. This workflow writes submitted heat pump quote fields into Turnkey Offering records so approvals and scheduling use accurate cost and equipment details, producing faster handoffs and fewer missed updates.

Notable Features

Update turnkey records on submission
Map quote fields to CRM
Notify ops and project managers