Capture new customer inquiries as operations board cards

Operations coordinators miss inquiries when pipeline leads go untracked, causing delayed follow-ups. Make a project board card for each new inquiry so ops assign follow-up and prevent missed requests.

Overview

Pipeline inquiries that go untracked force operations coordinators into manual handoffs and missed follow-ups. This workflow converts each new inquiry into a project board card and routes assignment so follow-up is owned and requests don't fall through the cracks. Operations teams report faster response times and fewer missed follow-ups.

Notable Features

Create board cards from inquiries
Populate cards with contact details
Notify ops when card created