Send shipped sample email with attachment to customer
Send shipped sample email with attachment to customer
Shipped-sample rows require manual emails and file moves, delaying customer confirmation and follow-up. Customers receive the PDF and records update same day.
Workflow preview:
Zap details:
Overview
When shipped-sample rows sit unprocessed, customers wait for confirmation and follow-ups lag. This flow sends the customer the attached PDF, updates CRM and sheets, and ensures confirmations happen same day so account owners can act.