Create support ticket and send scheduling link to requester
Create support ticket and send scheduling link to requester
Your demo form submissions arrive without scheduling context, forcing manual ticket creation. Get tickets with full request details and a scheduling link so demos are booked same day.
Workflow preview:
Zap details:
Overview
When demo requests arrive without scheduling context, support and solutions engineers spend time gathering details instead of booking demos. This flow converts each form submission into a staffed ticket with request context and a booking link, enabling triage and demo scheduling the same day.