Route uploaded email attachments to deal owner and archive
Route uploaded email attachments to deal owner and archive
Your customer file uploads land in a shared inbox without owner context, delaying follow-ups. Files are archived to cloud storage and routed to the deal owner for same-day action.
Workflow preview:
Zap details:
Overview
Inbox uploads often require manual triage and delay sales response; this flow archives files and routes them to the right deal owner automatically. That means reps get the file links and context they need to act same day, cutting manual steps and missed follow-ups.