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Create inquiry records from email attachments for follow-up

Create inquiry records from email attachments for follow-up

Emailed inquiries with attachments sit unread, leaving sales without context for follow-up. Capture attachments into a single inquiries table so your team can triage and reply same day.

Create inquiry records from email attachments for follow-up

Overview

Attachment-heavy inquiry emails often leave reps without the context they need to respond quickly. This flow converts each attached email into a structured inquiry record so business owners and sales can triage and respond same day, reducing follow-up delays.

Create inquiry records from email attachments for follow-up