Add or update contact from changed estimate in CRM

Your estimate updates often don't create or refresh contact records, leaving reps without vehicle context for calls or bookings. It updates contact records so coordinators can follow up the same day.

Overview

Estimate changes often leave contact records stale and slow down bookings; this flow keeps contact and vehicle details current so your sales team always calls with context. It updates leads in the CRM within minutes so coordinators can convert the opportunity the same day.