Enable sales ops to capture onboarding requests

Onboarding agents in software miss materials-request forms, delaying setup and risking churn. Create tickets from each submission so onboarding agents act and no requests slip through.

Overview

Onboarding delays let merchants churn and slow product adoption. This workflow turns every materials-request form into a support ticket so sales ops and onboarding agents start guidance without manual triage. Customers report faster handoffs and fewer missed requests.

Notable Features

Create ticket for each submission
Assign tickets to onboarding queue
Notify agents with form snapshot