Create nurture leads from closed job records for follow-up

Your closed job contacts sit inside the jobs system, blocking fast post-install outreach and delaying warranty follow-up. Sync them to your marketing list so reps can follow up the same day.

Overview

Closed job contacts often sit unused in the jobs system, postponing follow-up and warranty outreach; this flow pushes those contacts into your marketing CRM and routes them to the assigned rep. That means your sales coordinators can begin outreach same day and keep post-install touches on schedule.