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Update CRM lead quote value from sent estimates

You get estimate webhooks missing quote totals, so leads lack proposal amounts and reps can’t prioritize. Leads update with quote totals so reps have proposal context same day.

Update CRM lead quote value from sent estimates

Overview

When sent estimates don’t populate CRM quote fields, reps lack the context they need to prioritize outreach and forecasts degrade. This flow captures estimate-sent payloads, calculates a net quote, and updates the lead so sales ops and AEs see proposal amounts the same day.

Update CRM lead quote value from sent estimates