Add approved quotes to CRM as leads for follow-up

You lose momentum when approved quotes stay only in your scheduling system, leaving reps without customer context for outreach. Add quote details to the CRM so reps can follow up same day.

Overview

Approved quotes are a critical moment—if they don't become actionable CRM leads, field wins go cold and follow-up stalls. This workflow captures approved quotes as contact records and opportunities so reps have context and can follow up the same day.