Create intro support tickets from partner referral emails

You get referral intro emails without paired contact context, delaying routing and follow-up. The workflow creates a support ticket and logs the pair so coordinators can triage and reply same day.

Overview

Manual routing of referral intros slows coordinators and risks missed follow-ups. This flow captures the two external contacts, opens a support ticket with both people attached, and logs the interaction so your coordinators can triage and respond same day.