Update CRM and sales tracker when estimate sent
Update CRM and sales tracker when estimate sent
You send estimates from your quoting tool without a sales log, leaving pending proposals untracked. The workflow logs each sent estimate and updates deal status so reps can follow up same day.
Workflow preview:
Zap details:
Overview
When an estimate goes out, your CRM and sales tracker should reflect that action instantly so reps and schedulers have real-time context. This workflow removes manual updates, surfaces pending proposals, and ensures follow-ups happen same day.