Skip to content

Add scheduled estimate leads to marketing lead list

You lose lead context when on-site estimates aren't logged centrally, delaying nurture and ad attribution. This captures the lead and fires conversion signals so campaign managers can act same day.

Add scheduled estimate leads to marketing lead list

Workflow preview:

Zap details:

Overview

When on-site estimates are scheduled, marketing and ad attribution must stay in sync to preserve pipeline momentum. This flow captures the lead, records it in your marketing list, and fires server-side conversion events so campaign managers see fresh leads and attribution within minutes.

Add scheduled estimate leads to marketing lead list