Use this workflow to pass a Zendesk ticket to a sales person for a quote. Sales territories are segmented by region and size.
Noting size is defined by:
Typefield in the SFDC account record (Customer vs. Prospect). If prospect account is found, and
Account Ownercontains a sales rep, pass the ticket to the Account Owner listed using the Pass to Sales ZD macro.
Sales Segment(Large, MM, Small) and Billing Address to determine which salesperson the request should be passed using the Pass to Sales ZD macro based on Sales territories.
Typefield in the SFDC account record (Customer vs. Prospect). Note the Account Owner and the Opportunity Owner of the upcoming renewal opportunity. Pass the request to the opportunity owner.
Sales Segmentfield as this is likely Small Business. If so, use the Sales territories reference to identify who it should be referred to using the Pass to Sales ZD macro.