Update job stage and subscribe client to list
Update job stage and subscribe client to list
When sent estimates or contracts aren't logged, your job records miss send status and PMs lose context. Record sends, set job stage, and add recipients to the marketing list for same-day follow-up.
Workflow preview:
Zap details:
Overview
Unrecorded sends break job visibility and slow down handoffs between project management and marketing. This flow captures send events, updates the job stage, and subscribes recipients so PMs and campaign leads get the right context for same-day follow-up.