Collect the nature of the last contact with a company (Inbound Call, Outbound email, etc)

Marketing & Content Hub Lists, Lead Scoring & Workflows
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1

Hello,

I created a property “Last contact type” (object company) with the following values :

  • Inbound Call
  • Outbound Call
  • Inbound Email
  • Outbound Email

Then, I wanted to create 4 workflows to populate this property:

  • 1 workflow trigger each time a new “Inbound call” activity is recorded for a company;
  • 1 workflow trigger each time a new “Outbound call” activity is recorded for a company;
  • etc…

However, re-enrollment cannot be enabled when the trigger is based on an activity. Meaning that my property “Last contact type” cannot be properly updated.

Any idea of a workaround I could implement to bypass this limit?

Thank you!

2

Hi @CPECORARI,

The best workaround currently is creating a list with the same enrollment criteria as the workflow, the also adding the filter “AND Activity date is less than 1 day ago”. That way, records would join the list for a new activity, leave it after 1 day.

You can now use membership in this lis for reenrollment in your workflow.

The obvious limitation is that things get inaccurate when the same activity type repeats within 24 hours.

Best regards!

3

Hi @karstenkoehler,

Thanks for this workaround, indeed it can get inaccurate but in my case, it’s stil better than nothing.

Best,