Route quote replies and trigger follow-up flow for customers

Your quote replies come in via messaging without status, so follow-ups stall and deals cool off. You receive categorized replies and automated follow-up routing so reps engage prospects same day.

Route quote replies and trigger follow-up flow for customers

Overview

Quote replies often sit untriaged in messaging and warm prospects cool off. This workflow classifies those replies, updates the customer record, and routes qualified conversations into your messaging flow so reps can re-engage prospects same day.

Route quote replies and trigger follow-up flow for customers