Send review request email after estimate form response

Your review requests after estimates often miss deal context and end up disconnected. It sends the review email and updates the deal so feedback is in CRM within one business day.

Overview

Manual post-estimate review outreach leaves feedback disconnected and forces reps to hunt for context; this flow sends the review request and writes the outcome back to the deal so reps always see recent feedback. It eliminates repetitive steps for staff and ensures review outreach goes out within one business day.