Add contacts from sent quotes to customer mailing list

Sent quotes without synced contact records leave your outreach and nurture workflows incomplete. Add or update contacts immediately so lists stay current and follow-up happens within minutes.

Overview

When you send a proposal, recipient details frequently never reach your nurture lists and outreach falls through the cracks. This flow automatically adds or updates the recipient in your email system and enrolls them on the customer list so follow-up can begin within minutes.