Add new booking quotes to your sales leads

Your new booking quotes arrive without contact records, leaving reps scrambling for prospect context and appointment details. Leads are created and enriched so reps can reach out same day.

Overview

Quotes often arrive without matching CRM records, causing reps to hunt for contact context and delaying outreach. This flow creates and enriches lead records from every new quote so reps have full prospect details and can contact leads same day.