Create lead and update sales sheet from sent quote

When you send a client quote, contact and estimate details often stay siloed and follow-up slips. The workflow records the lead and updates your sales sheet so follow-ups happen same day.

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Overview

Missed follow-ups after sending quotes slow down your close rate and waste estimator effort. This flow converts every sent quote into a tracked lead and adds it to a follow-up campaign, so estimators and project coordinators can act the same day.