Keep partners updated on pipeline reports for sales ops

Sales ops lose partner visibility when pipeline emails sit unread, causing delayed review. Auto-forwarding delivers reports to partners' inboxes so they can coordinate follow-up quickly.

Overview

When pipeline emails sit unread, partners lose visibility and coordinated follow-up stalls. This workflow routes each pipeline report straight to partner inboxes and records the send in your CRM, eliminating manual forwarding and enabling faster partner review. Sales ops get reliable partner visibility and fewer missed handoffs.

Notable Features

Forward pipeline emails to partners
Include original attachments with forwards
Log forwarded reports in CRM