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Create cashback claim ticket from customer form submissions

Create cashback claim ticket from customer form submissions

You get cashback claim submissions without install context, leaving agents unable to confirm eligibility. Tickets create a validation task so agents can approve claims before payout.

Create cashback claim ticket from customer form submissions

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Overview

Cashback claims often arrive with no CRM context, forcing customer care to chase install details and delaying payments. This flow converts each claim into a tracked support ticket with install references so agents can validate eligibility and notify accounts same day.

Create cashback claim ticket from customer form submissions