Set CRM ticket to in progress from table button
Set CRM ticket to in progress from table button
Your campaign tickets in the tracking table miss CRM stage updates, creating ownership gaps. This puts stage changes into CRM immediately after you press the table button, so triage happens same day.
Workflow preview:
Zap details:
Overview
When an operator clicks the in-progress button, the ticket stage is pushed to the CRM and ownership becomes visible immediately. That removes ambiguity for campaign managers and lets triage finish the same day.