Send new inquiry notification and mark record taken
Send new inquiry notification and mark record taken
Your incoming inquiry records sit untriaged in the table, leaving reps without context to prioritize outreach. You get a routed notification and the record is flagged for follow-up within minutes.
Workflow preview:
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Overview
When incoming leads sit untriaged, reps waste cycles and opportunities slip. This flow routes each clicked inquiry to your sales inbox and flags the record as taken, so reps receive context-rich notifications within minutes and duplicate outreach is avoided.