Add qualified quote leads to shared leads sheet

Your quote request rows can include out-of-area or duplicate leads, causing inconsistent sales follow-up. Add qualified rows to the shared leads sheet for same-day outreach.

Workflow preview:

Zap details:

Overview

When quote rows arrive without quick qualification, follow-up windows slip and homeowners wait. This flow filters and flags only local, qualified leads, adds them to a shared leads list, and emails stakeholders so your team can act same day.