Update lead quote value when an estimate is sent

Your sent estimates don't update lead records, leaving account managers without quote context for outreach. Reps gain current quote values before outreach, enabling same-day follow-up.

Overview

When estimates go out without updating CRM values, reps lack pricing context and delay follow-up. This flow extracts and cleans line-item totals then writes them to the lead so account managers see current quote values within minutes and can act same day.