Create a notification if no activity in another workflow / no bookings

Smart CRM & Sales Hub CRM
1

Trying to create a workflow that will send a notification (slack/email/etc.) if there have been no bookings in a given amount of time (say, 8 hrs).

Is it possible to create a notification based off of inactivity in another workflow? Or no contacts/deals at a certain stage in 8hrs?

Any help appreciated.

2

Hi @FMercier7,

Yes, one easy way would be as follows: Your workflow enrolls the contacts that you want the notifications sent for. The workflow then has an 8 hour delay before the notification is sent.

You can automatically remove contacts from this workflow using goals. Under goals, you can specify the activity (e.g. the booking). When a goal is met, contacts are removed from the workflow.

So in this workflow, inactivity and sending the notification is the default. When the activity happens, contacts are pulled from the workflow.

Hope this helps!

3

Hi! This is almost what I need, but I am just looking for a notification
for if there are 0 sales in 8 hours in general (not if a contact has gone 8
hours without purchasing).
Does that make sense?

4

Hi @FMercier7,

As far as I know, this kind of notification cannot be created. It would have to be created with a workflow and workflows look at contacts one by one, not as an entire database.

You would have to work around this by either creating a filtered list view or reports to easily check this - manually, without a notification.

Best regards!