Create or update contact when a quote is sent

Your sent quotes often lack contact and estimate context, forcing support and sales to chase missing details. This keeps client records complete and enables same-day follow-up.

Overview

Quotes sent without attached contact context make follow-up slow and error-prone for both support and sales. This flow creates or updates contact records, appends quote context, and tags the lead so reps can act with full context and follow up same day.