Update CRM record when proposal is sent with deal ID
Update CRM record when proposal is sent with deal ID
Your sent proposals don't land in CRM with links and deal IDs, leaving reps without proposal context. Add proposal links and parsed deal IDs to contacts for same-day follow-up.
Overview
Proposals sent without CRM context slow down reps and obscure pipeline health. This flow attaches proposal links and parsed deal IDs directly to contact records, giving reps immediate context so they can follow up same day and keep forecasts accurate.