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.
- Categorie
- Beurzen en evenementen
Nodes
1
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.
2
ActieIdentify a support or sales case
Based on what was discussed, the workflow identifies whether this is a support case or a sales case.
3
MeldingNotify 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.