Update lead records and notify teams when estimate booked

You receive on-site estimate bookings that aren't synced to your lead tracker, leaving campaign lists and dashboards outdated. Keep lead status current and notify marketing ops the same day.

Overview

When estimate bookings don't flow into your lead tracker, campaign lists and reporting get noisy and reps miss timely outreach. This workflow updates lead records, sets a conversion flag in your database, and alerts marketing ops so managers see accurate pipeline status the same day.