Capture new quotes from Xero, extract client emails with AI, and create follow-up records in Zapier Tables

Capture new quotes from Xero, extract client email addresses with AI by Zapier, and create follow-up records in Zapier Tables. This process accelerates lead management and improves client engagement.

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Overview

Capture new quotes from Xero, extract client email addresses with AI by Zapier, and create follow-up records in Zapier Tables. This process accelerates lead management and improves client engagement.

Capture new quotes from Xero, extract client emails with AI, and create follow-up records in Zapier Tables

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