Update deal stage from sent welcome emails to contact made
Update deal stage from sent welcome emails to contact made
Your sent welcome emails don't update CRM deals, leaving reps without outreach context. It moves matching deals to Contact Made so reps see outreach-qualified prospects same day.
Workflow preview:
Zap details:
Overview
Outbound welcome emails often don't surface in CRM, leaving reps blind to recent outreach and slowing pipeline momentum. This flow moves matching deals to the contact-made stage so reps see outreach-qualified prospects and act the same day.