Add scheduled estimate invitees to lead intake list
Add scheduled estimate invitees to lead intake list
Your scheduled estimate bookings often never reach the lead intake, delaying outreach and breaking campaign attribution. That gives campaign managers and reps contact context to follow up same day.
Overview
When estimate bookings don't land in your lead intake, reps miss outreach and campaign attribution degrades. This flow captures booking details, formats contact data, and pushes a ready-to-action lead so reps have context to follow up same day.