Create tracking leads from sold estimates for attribution
Create tracking leads from sold estimates for attribution
Your sold estimates sit outside marketing analytics, leaving closed-job revenue unlinked to source. Leads include contact and invoice context so teams can attribute revenue before month-end.
Overview
When closed jobs aren't in your marketing data, campaign ROI looks broken and teams can't justify spend. This flow writes sold-estimate details into your lead tracking system with contact and invoice context, giving campaign managers reconciled revenue in minutes and cleaner month-end reports.