Keep marketing ops notified of SSO intake and tickets
Keep marketing ops notified of SSO intake and tickets
Marketing ops coordinators lose SSO questionnaire submissions, leaving school integration requests unprioritized. Create categorized support tickets so support can triage and prioritize integrations.
Overview
Missed SSO questionnaires leave school integration requests unprioritized and slow down onboarding. This workflow converts every submission into a categorized support ticket and notifies stakeholders, eliminating missed intake and ensuring support can triage and prioritize integrations with zero missed follow-ups.
Notable Features
- Create categorized tickets from forms
- Route tickets by integration type
- Attach full questionnaire to ticket