Add open estimates to agency nurture contacts list
Add open estimates to agency nurture contacts list
Your open estimate records lack contact entries and delay timely outreach for plumbing and HVAC prospect. The workflow creates contact records and logs them in your nurture list so outreach occurs day-of.
Overview
When open estimates aren't tied to contacts, outreach stalls and prospects cool off. This flow captures estimate leads, enriches contact details, and pushes them into your nurture list so outreach happens day-of and booking rates improve.