Add finished estimate contacts to client marketing CRM
Add finished estimate contacts to client marketing CRM
Your sold estimates sitting in operations CRM delay onboarding and customer review outreach. Add those customers to client marketing contacts immediately so you can start post-sale outreach same day.
Overview
Sold estimates often live in operations tools and never reach campaign queues, delaying onboarding and review asks. This flow automatically moves sold customers into your client marketing contacts and removes temporary estimate rows so campaign teams can begin outreach the same day.