Add new quote requests to nurture prospect sequence

Your quote requests often lack a linked contact or outreach context, leaving reps unsure and slowing follow-up. Add prospects to a nurture sequence and update records so reps can engage same day.

Overview

New quote requests should become action-ready prospects, not cleanup tasks. This flow links or creates contacts, injects qualified prospects into the right nurture sequence, and records the touch so AEs can engage same day. That reduces manual busywork and keeps pipeline momentum.