Add estimate contacts to nurture when bids open

When bid records flip to open, your marketing list can miss contacts for estimates and follow-up. Add or update contacts automatically so campaign managers can start nurture and outreach within minutes.

Overview

Bids that move to open often leave potential estimate contacts untracked, slowing outreach and harming proposal velocity. This flow captures those contacts into your marketing list and tags them for nurture so campaign managers can begin outreach within minutes.