Add new quote subscribers as people in your CRM

Your quote subscribers aren't logged to project contacts, so coordinators lack context for follow-up and assignments. Capture them into your people list to enable same-day outreach and assignment.

Overview

When quote subscribers are not captured, project coordinators waste time reconstructing contact context and follow-up stalls. This flow creates people records from list subscribers so coordinators get complete contact data and can assign or contact leads the same day.