Update lead trackers and alert team on scheduled estimates
Update lead trackers and alert team on scheduled estimates
When on-site estimate bookings are unsynced, your lead tracker and campaign reports fall out of date. You get synced lead rows, a conversion event, and team alerts so follow-ups occur same day.
Overview
If estimate bookings don't update your trackers, attribution and outreach lag and prospects cool off. This workflow pushes scheduled-estimate events to your tracking sheets, ads server, and team channels so marketing ops and field coordinators see bookings within minutes and follow up same day.