Add approved estimate customers to nurture contact list

Your approved estimates arrive by webhook without contacts, so reps lack address and approval details. It adds or updates contacts, tags records, and surfaces approved-option info for same-day outreach.

Overview

When a customer approves an estimate, you need their contact and approval details in your marketing system immediately so teams can convert and bill. This flow turns approvals into tagged contact records and blocks duplicate processing so reps can follow up the same day.