Routing and assignment workflows
Send every reply to the right rep or team by campaign, domain, label or territory, and catch the ones nobody owns. 12 recipes, each with the steps in the app and the API request to create it.
Route replies to the right team by campaign or brand
When a reply comes from a campaign whose name contains a brand or product, Master Inbox moves it to that team's list and posts it to the team's Slack...
Routing and assignmentRoute replies by country domain to the regional sales team
Replies from domains ending in .de, .at or .ch move to the DACH list and ping the DACH team in Slack. Copy the workflow per region to route every...
Routing and assignmentRoute regional mailbox replies to each region's Teams channel
Pick the EMEA sending mailboxes on the trigger and every reply to them posts to the EMEA Teams channel. Copy the workflow for each
Routing and assignmentHand interested email replies to a separate calling team
When a reply is labeled Interested and the lead has a phone number, Master Inbox adds a Call label and moves it to the Callers list. Callers see only...
Routing and assignmentAlert the manager in Slack when a positive reply has no owner
When a reply is labeled Interested and the lead is unassigned, Master Inbox posts to the managers' Slack channel, so no positive sits in a shared...
Routing and assignmentPing each rep in Slack about positive replies on their own leads
One workflow per rep: when a lead assigned to that rep is labeled Interested, Master Inbox posts the reply to the rep's Slack channel, so reps only...
Routing and assignmentForward positive replies to the account executive's own inbox
When a reply is labeled Interested, Master Inbox forwards it to the AE's main email address with the whole message, for teams whose AEs work from...
Routing and assignmentMove interested replies into an Interested list for the closing team
When AI labels a reply Interested, Master Inbox moves it to the Interested list and marks it unread, so closers work hot leads from one
Routing and assignmentRoute referral replies to a Referrals list and alert the owner
When a prospect points you to a colleague and the reply is labeled Referral, Master Inbox moves it to the Referrals list and posts it to Slack so a...
Routing and assignmentRoute replies from existing customers to account managers
When someone from a current customer's domain replies to outbound, Master Inbox labels the thread Customer and forwards it to the account manager, so...
Routing and assignmentRoute emails that arrive outside any campaign to the inbound team
When someone emails a sending mailbox directly, outside any sequence, Master Inbox moves the thread to an Inbound list and alerts the inbound team in...
Routing and assignmentRoute 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...