Send accepted quote alerts to your team inbox

Your accepted quotes sometimes arrive without marketing context, delaying welcome campaigns and onboarding tasks. This notifies teams so materials are ready ahead of the first service visit.

Workflow preview:

Zap details:

Overview

Accepted quotes frequently slip past marketing, stalling welcome campaigns and onboarding. This workflow delivers accepted-quote alerts straight to your team so welcome sequences and outreach begin within minutes, ahead of the first service visit.