Add estimate confirmations as contacts for fast follow-up

Your estimate confirmation emails hide customer contact details in threads, causing missed follow-ups and scheduling gaps. Capture contacts for same-day follow-up and review outreach.

Overview

When estimate confirmations arrive by email, contact details often stay buried in threads and follow-up slips. This flow extracts those details and posts structured contacts to your outreach platform so reps can request reviews and schedule follow-up the same day.