Update lead status and quote details when proposal accepted
Update lead status and quote details when proposal accepted
Your CRM lacks accepted-quote context, leaving reps without totals or quote links after acceptance. Sync status, quote URL, total amount, and line items to the lead so teams can act same day.
Workflow preview:
Zap details:
Overview
When a proposal is accepted, your CRM should reflect that immediately so reps and billing can move without delays. This flow writes accepted-quote status, a quote link, totals, and items to the lead, enabling same-day follow-up and invoicing.