Send inquiry email and SMS to customer and distributor
Send inquiry email and SMS to customer and distributor
You collect pellet price inquiries in a spreadsheet, and manual routing delays distributor contact and customer replies. The workflow notifies customers and distributors so outreach happens same day.
Workflow preview:
Zap details:
Overview
When inquiry rows sit in a sheet, distributor follow-up and customer confirmation are delayed and leads cool off. This workflow routes each new inquiry to the right distributor and contacts the customer by email and SMS so follow-ups start same day.