Route pricing and information requests to a deal desk list

When a reply is labeled Pricing or Information request, Master Inbox moves it to the Deal desk list and notifies the deal desk in Microsoft Teams, so buying questions get an accurate answer fast.

Routing and assignment

Microsoft TeamsSales leaderSDR managerTeam plan

When

Add LabelPricing or Information request

Then

Move to listDeal desk

And

Notify in Microsoft TeamsPost the question and thread link to the deal desk channel

Why teams run it

Specialists answer the questions that decide deals, while SDRs keep booking.

Set it up in Master Inbox

In Master Inbox, open Settings, then Workflows, and click Add a workflow.
Name it Route pricing and information requests to a deal desk list.
Set the trigger to Add Label and choose Pricing or Information request.
Add the action Move to list: Deal desk.
Add the action Notify in Microsoft Teams: Post the question and thread link to the deal desk channel.
Save the workflow and switch it to Active.

Before you start, connect Microsoft Teams under Settings, Integrations.

Or create it with the API

Everything in the workflow builder is also in the Master Inbox API. This request creates the same workflow. Replace the example ids with your own label, list and campaign ids from GET /workflows/filter-fields.

curl -X POST https://api.masterinbox.com/api/api-webhook/v1/api/workflows/create-workflow \
  -H "Authorization: Bearer $MASTER_INBOX_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
  "name": "Route pricing and information requests to a deal desk list",
  "trigger_type": "add_label",
  "trigger_config": {
    "label_ids": [
      176479
    ]
  },
  "action_configs": [
    {
      "action_type": "move_to_list",
      "inbox_type_id": 52311
    },
    {
      "action_type": "teams_notify"
    }
  ]
}'

Full reference: workflow API guide and API docs.

Or ask Claude, ChatGPT or Grok to build it

Our workflow guide is written for AI agents to read. Give your assistant your API key and this prompt:

Read https://app.masterinbox.com/public-workflow-api.md and use my Master Inbox API key to create this workflow: "Route pricing and information requests to a deal desk list". First call GET /workflows/filter-fields and look up my label, list and channel ids, then create the workflow and tell me what you set up.

Questions

Can a reply agent draft the answer?

Yes. Scope a reply agent to the Pricing label with your pricing knowledge and keep it in human-in-the-loop mode.

Can I use Slack instead?

Yes. Swap the action for Notify in Slack.

Can I build this workflow through the API?

Yes. Send the create-workflow request shown on this page with your Master Inbox API key. The API checks the payload first and lists every problem by field if anything is off.

Which plan includes this?

This workflow works on the Team plan. Every plan has unlimited users and starts with a free 7-day POC.