Route qualified order contacts into intake pipeline now

You get qualifying online orders that need contact and SKU context, so reps can't prioritize outreach. The workflow forwards those contacts to intake for prompt qualification and same-day follow-up.

Overview

Qualifying purchases should become prioritized leads, not cold records. This flow captures orders with the right SKU and phone number and routes them into your intake so account executives can engage within minutes for same-day qualification and follow-up.