Keep marketing ops notified of incoming quote-request chat tickets

Marketing ops see ticketed chats buried, causing quote requests to be missed and delaying follow-up. Zapier routes ticketed chats to the service mailbox, so agents can begin quote follow-up promptly.

Overview

Marketing ops risk missed quote opportunities when ticket-tagged chats sit untriaged. This workflow routes ticketed chats into the service mailbox so agents pick up requests promptly, eliminating missed follow-ups and improving quote responsiveness.

Notable Features

Forward ticketed chats to mailbox
Alert agents for new quotes
Capture chat transcript in ticket