Generate and send quote to contact via SMS
Generate and send quote to contact via SMS
When quote status changes on a lead card, you can’t deliver consistent estimates and prospects go cold. You get the generated quote sent to the prospect and the lead updated for same-day follow-up.
Workflow preview:
Zap details:
Overview
When a lead's quote status changes, this flow generates a tailored estimate and delivers it by SMS so prospects hear from you immediately. That keeps lead records current and enables same‑day follow-up to speed bookings.