Add customers from sent quotes to your sales list

Your sent quotes often leave contact records incomplete and value estimates uncaptured, slowing follow-up and pipeline accuracy. Get contacts updated with tags and expected value for same-day outreach.

Overview

Sent quotes often don't make it back into the CRM with value context, leaving reps unprepared and forecasts inaccurate. This flow captures or updates the contact, tags the lead, and stores expected value so reps can act the same day and keep pipeline reporting current.