Skip to content

Update lead records and revenue when deals close won

Closed deals aren't updating lead profiles, leaving won revenue and status out of sync for reps. Keep lead status and amounts current so sales get accurate won context fast.

Update lead records and revenue when deals close won

Workflow preview:

Zap details:

Overview

When deals flip to closed-won, external lead profiles often lag, leaving revenue and customer status out of sync. This flow updates lead status and deal amounts so sales and ops see accurate won data within minutes and handoffs remain clean.

Update lead records and revenue when deals close won