Skip to content
Update follow-up rows from web chat price requests

Update follow-up rows from web chat price requests

Your web chat price requests arrive without organized tracking, causing delays in quoting and missed follow-ups. Keep follow-up rows current so coordinators can send quotes the same day.

Update follow-up rows from web chat price requests

Workflow preview:

Zap details:

Overview

When web chat pricing requests land without a single source of truth, quotes get delayed and coordinators scramble. This flow writes incoming request details back into your follow-up worksheet so project coordinators have up-to-date context and can send quotes the same day.

Update follow-up rows from web chat price requests