Update deal value when a proposal is created
Update deal value when a proposal is created
When proposal totals arrive unlinked to deals, your pipeline and nurture programs lack accurate values. It updates deal records so forecasting and campaign automation run accurately within minutes.
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Overview
When proposal totals don't flow into deals, pipeline forecasts and campaign targeting lose accuracy and reps can't prioritize. This flow writes submitted proposal totals into matching deal records so forecasting and automation use correct values within minutes.