topic Re: Creating End of Sequence Notification in Sales Hub Tools

Creating End of Sequence Notification

JFisher253 — Thu, 02 Sep 2021 20:00:33 GMT

Im tryign to create a workflow that will send a notfication to sales reps when any of their contacts complete or unenroll from a sequence. Has anyone done something similar?

Re: Creating End of Sequence Notification

webdew — Fri, 03 Sep 2021 04:13:13 GMT

Hi @JFisher253 ,
You can create a contact based workflow and use contact property 'Last sequence ended date is known'
https://prnt.sc/1r3a7v2 and then next action will be send an internal email notofication to a rep.
The wf will look something like this: https://prnt.sc/1r3agqd

Hope this helps!

If we were able to answer your query, kindly help the community by marking it as a solution.

Thanks and Regards.

Re: Creating End of Sequence Notification

JFisher253 — Fri, 03 Sep 2021 14:59:59 GMT

Thank you!