Update lead records when onsite estimate is booked
Update lead records when onsite estimate is booked
Your CRM lacks booked-estimate flags, leaving campaign managers blind to conversion signals. The workflow marks leads, logs the event, and notifies ops so targeting and reports update same day.
Workflow preview:
Zap details:
Overview
When onsite estimates don't surface in your trackers, campaign managers lose targeting signals and reporting lags. This flow marks leads, fires a server-side schedule event, updates trackers, and alerts ops so teams see the change same day.