Route incoming client messages to staff or client

Client messages lacking a campaign owner arrive untriaged and require manual routing. You get the right staff or client email dispatched immediately, keeping cases updated same day.

Workflow preview:

Zap details:

Overview

Unrouted client messages force case teams into manual triage and slow replies. This flow automatically looks up the right recipient and delivers the correct email to staff or the client, so case management and front-desk staff can act within minutes and keep cases current same day.