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JT Consulting

JT, Consultant

info@example.com

September 29, 2026

Dana

Forma Automations

Re: Your workflows, Aug 31, 2026 to Sep 29, 2026

Dear Dana,

Here's where things stand. As you asked, inbound leads from your EU form now go to Marcus instead of the general queue. I made the change in Zapier and checked it in production on September 16.

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

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

    Earlier saved wording

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

    Saved before request and scope were separated. The original client wording could not be established.

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