Skip to content
Send new quote submission alerts to team inbox

Send new quote submission alerts to team inbox

Your quote submissions sometimes lack routing and context, delaying responses and costing bookings. Notify reps with full details and attachments so they can act same day.

Send new quote submission alerts to team inbox

Workflow preview:

Zap details:

Overview

New quote requests often arrive without clear routing or attachments, slowing response and risking bookings. This flow delivers the full request and files to the right reps and sends an SMS alert so your team can respond the same day.

Send new quote submission alerts to team inbox