Lists, Lead Scoring & Workflows

I want to create a workflow that finds trade customers who have 1. Been on our website in the past or purchased/engaged with us over 180 days ago 2. Lapsed for a period of 180 days 3. Recently returned to the website (viewed a page). If the custome 続きを読む

I'm testing some workflows currently, and the record is clearly enrolling as I can see the updates on the record going through the workflow. However, it isn't showing on the enrollment history, performance stats or action logs on the workflow itse 続きを読む

Hi I'm trying to set Lifecycle stage and Lead Status automatically - based on several enrolment triggers, I want to run this each week so have set the schedule to do this, however my contacts are not going back down the workflow as nothing is rea 続きを読む

Hi everyone. We are using payment links, and after payment, the client should be added to a segmented list. I am trying to create a workflow. I've tried several methods, including using the payment source ID and status, but so far this method isn't 続きを読む

Hi all. I have a workflow that creates an appointment object after a meeting is scheduled. I'm looking to create a similar workflow that updates the appointment pipeline stage to canceled if the associated meeting has been canceled. My approach so f 続きを読む

Hi, I've created a dealbased workflow that automatically send out an email to the main onboarding contact which is set as the primary contact of a closed deal. Now i've created a new custom label to make it more clear and to not use the Primary Co 続きを読む

I have a workflow that rotates the record between a team and would like to add a filter to this rotation. I have tried creating a User property which I am simply calling "work status" with options for "available" and "away". The idea being that when 続きを読む

Hi, I have 2 workflows for when someone submits the form. If it's during business hours, it will edit the record of a contact's property to A. If it's outside working hours, it will be B. However, it looks like the workflow, although schedul 続きを読む

Why can't I create a list or set a workflow to tag the people who have opened any email in a specific campaign or with an email name that contains "Campaign Code"? Having to find every email in our weekly newsletter campaigns is a nightmare, and cou 続きを読む

Hi guys, how do I make lead engagement score actionable? I set it up so there is now a visible score. However, I want reps to be notified and be able to see when someone reaches a certain score threshold. This seems like I could potentially do this 続きを読む

Hi all- We are trying to trigger a workflow (using the new workflows tools) when a meeting is marked as completed but only for certain types of meetings. Unfortunately our pre-defined call and meeting type options are not available when building th 続きを読む

I've submitted an idea but does anyone know of a way to set workflow error notifications in bulk for example, send a notification to selected super admins when ANY workflow errors? This would save going into each workflow setting and turning on 続きを読む