Update lead record when onsite estimate is booked

Your onsite estimate bookings arrive without updated lead records or tracker entries, leaving reps unprepared for outreach. This marks leads and notifies your team so they act same day.

Overview

Estimates that don't update your CRM or trackers create friction for reps and lower conversion velocity. This flow automatically marks leads, logs the booking in your shared tracker, sends a conversion signal, and alerts teams so follow-ups happen same day.