Send IA request with utility contact to customer
Send IA request with utility contact to customer
Your deals marked for IA requests often lack utility contact routing, delaying approvals and installs. You get a templated IA email with the mapped utility contact so approvals start same day.
Workflow preview:
Zap details:
Overview
When deals hit the IA-requested stage, approvals stall without the right utility contact. This flow auto-inserts the correct utility contact by metro area and sends a templated IA request so approvals can begin the same day and installs stay on schedule.