Send quote-ready notifications to support chat channel
Send quote-ready notifications to support chat channel
Rows in your quote tracker that need quoting sit untriaged in the sheet, causing quoting delays and missed customer windows. The workflow notifies quote coordinators so requests are actioned same day.
Workflow preview:
Zap details:
Overview
When rows that require a quote sit idle, customers wait and opportunities cool. This flow posts those rows into your support chat so quote coordinators see and act immediately, getting requests handled same day.