Create quote request row from chat and send reply

You get chat quote requests with missing fields, leaving ops without structured request data. Capture each request into a tracking sheet and send an immediate acknowledgment so reps can act same day.

Workflow preview:

Zap details:

Overview

Unstructured chat quote requests create manual work and unclear follow-ups for ops and sales. This flow captures every request into a central sheet and sends an instant acknowledgement so reps receive clear context and can act within minutes, ensuring same-day follow-up.