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JT Consulting

JT, Consultant

info@jtconsulting.com

September 20, 2026

Dana

Forma Automations

Re: Your workflows, Aug 19, 2026 to Sep 20, 2026

Dear Dana,

Here's where things stand. On Sep 16 you asked to route the inbound leads from our EU form to Marcus instead of the general queue. I made the change in Zapier that same day and checked that it works.

That's everything for this period, and nothing is outstanding. If you'd like anything else changed, just let me know.

Sincerely,

JT

Consultant, JT Consulting

What changed

One change this period, checked and working.

  • Hi, could you route the inbound leads from our EU form to Marcus instead of the general queue? Starting next week if possible.

    Checked and workingLead Routingverified Sep 16, 2026

    Requested by Dana, Sep 16, 2026

    How it was checked: Verified in production against the recorded request.