Update offer date on lead when offer activity recorded

Your offer activity entries often miss the related lead's offer date, leaving reps unsure of next steps. The lead record is updated automatically so reps and owners see the date same day.

Workflow preview:

Zap details:

Overview

When offer-related activities don't surface offer dates, reps lose momentum and forecasting blurs. This flow writes the offer date directly to the lead record and alerts the owner so negotiation timelines are accurate and same-day follow-up is possible.