Notify reps and ops from platform inbox messages

Your platform inbox messages without CRM matches leave reps unsure who owns outreach and delay follow-up. It alerts the right AE, regional manager, or sales ops so issues are handled same day.

Overview

As Sales Ops, you need clarity when platform emails arrive so reps can act without wasted triage. This workflow routes matched messages directly to the AE and regional manager and sends a standardized ops alert for unmatched emails, ensuring CRM gaps are resolved same day.