Notify your support or sales team about trade show conversations.

Conversation data from the trade show report is routed to the right team automatically, so support cases and leads reach the people responsible for them directly.

A good fit if...
some of the conversations you have at trade shows turn out to be support requests and you want to act on customer needs quickly.

Categoria: Fiere ed eventi

Sistemi CRM

TriggerTrade show report captured

The workflow starts as soon as a trade show report is captured, for example with snapAddy VisitReport. The conversation data is immediately available as input for the workflow.

AzioneIdentify a support or sales case

Based on what was discussed, the workflow identifies whether this is a support case or a sales case.

NotificaNotify support or sales

Sales is notified based on postal code or region. If the case turns out to be a complaint, the support team is contacted instead, for example via Slack.

How can support and sales teams be notified about trade show conversations automatically?

In this video, we show how a DataAgents workflow passes trade show conversations from VisitReport straight to the right team. Based on the content, the workflow identifies whether a conversation is a support or a sales matter. If a customer brings up a complaint or an issue at the booth, your support team is notified right away, in our example via Slack. Sales inquiries are routed automatically: leads for the US team are sent directly to the responsible reps by email, while leads for the German team are distributed by postal code or region. You choose the channels and recipients yourself, whether Slack, Microsoft Teams, or another tool.