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Update deal records from leasing follow-up form submissions

Update deal records from leasing follow-up form submissions

Your leasing follow-up form responses don't reach the deal, leaving vehicle specs and pricing missing. Get those values copied to the deal so reps and campaign managers see complete details same day.

Update deal records from leasing follow-up form submissions

Overview

Manual copying of leasing details into deals wastes marketing ops time and leaves sales reps without pricing or vehicle context. This flow writes form answers into the matching deal so reps and campaign managers have complete pricing and sale-date details the same day for faster, accurate outreach.

Update deal records from leasing follow-up form submissions