Add estimate recipients to lead list and campaign

You get estimates sent with no matched contact, leaving prospects untracked and reps without context. Adds contacts to your lead list and enrolls them in follow-up for same-day outreach.

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Overview

When estimates are sent, prospects should flow straight into your nurture system instead of sitting untracked. This captures contacts from sent estimates and enrolls them into the right campaign, enabling same-day outreach and clearer conversion visibility.