Never miss onboarding submissions without linked deals again

Support agents miss onboarding forms with no linked deal, causing follow-up gaps and stalled onboarding. Instant alerts notify support so agents can create or link deals and begin follow-up.

Overview

Support teams risk SLA breaches and churn when onboarding submissions arrive with no linked deal. This workflow routes those submissions straight to the support queue and creates a clear action to create or link a deal, eliminating missed follow-ups and helping response times drop dramatically.

Notable Features

Notify support channel on misses
Check for existing deal by email
Create or link deal from form