Send alert for annual customer phone numbers to team
Send alert for annual customer phone numbers to team
Your starred customer emails hide account type or phone numbers, leaving agents unable to triage annual accounts quickly. You receive contact-ready alerts, enabling faster follow-up within minutes.
Overview
When annual customers email, your agents need contact info fast to confirm accounts and resolve requests. This flow finds qualifying emails, pulls the customer's name and phone, and pushes an immediate messaging alert so agents can call back within minutes.