Update CRM records and dashboard for scheduled estimates
Update CRM records and dashboard for scheduled estimates
Scheduled estimate webhooks create fragmented records, leaving pipeline and campaign lists out of sync. They are consolidated into CRM and the KPI sheet so marketing ops see updated pipeline same day.
Overview
When scheduled estimates arrive without unified records, pipeline KPIs and campaign lists drift apart and require manual fixes. This flow centralizes schedule data into your CRM and KPI sheet so marketing ops and revenue leaders see aligned pipeline data same day, enabling faster outreach and cleaner reporting.