Update CRM lead value after completed service job
Update CRM lead value after completed service job
Finished service jobs aren't linked to leads, creating attribution gaps and delayed ROI. It writes job revenue to the matching lead so campaign and sales ops see updated value same day.
Overview
When finished jobs aren't tied back to leads, pipeline numbers and campaign ROI become unreliable. This flow writes completed job revenue into the matching lead record so sales ops and marketing see corrected values and campaign reporting updates same day.