For sales ops: route design enquiries to next designer in rotation

Sales ops missing design enquiry assignments let qualified leads go cold and stall pipeline. This workflow creates an opportunity per form and assigns the next designer so designers prioritize follow-up.

Overview

Unassigned design enquiries cause pipeline leakage and frustrated designers. This workflow captures every form submission, creates a CRM opportunity, and routes it to the next designer in rotation, eliminating manual assignment delays. Sales ops report faster response times and zero missed handoffs.

Notable Features

Create opportunity from form submission
Assign next designer in rotation
Notify assigned designer with details