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Update CRM deal stage when estimate is sent

Update CRM deal stage when estimate is sent

Your sent estimates don't appear in deal records, leaving reps without pricing or current stage context. Keep deals updated with estimate link, amount, and sent date for same-day follow-up.

Update CRM deal stage when estimate is sent

Workflow preview:

Zap details:

Overview

When estimates go out, your pipeline should show that progress immediately; otherwise reps call without price or timing. This flow pushes amount, estimate link, and sent date into the deal so reps can follow up same day and operations can schedule installs faster.

Update CRM deal stage when estimate is sent