I want to enroll a contact into a work flow based off them having booked a meeting from a specific sequence. Is this possible?
I see that I can do something of the sort based on the status of the sequence, but not the status of the contact within the sequence.
Here is what I have that I think may work, but I’m unsure due to the fact of them becoming unenrolled once the meeting is booked.
Hi @ACD26,
In a workflow, choose the ‘When an event occurs’ enrollment option. When you do, you can find this option:
Best regards!
I can’t believe I missed that. Thank you!
is that option also available if I were trying to enroll a contact into a deal based on them being in a specific sequence too?
@ACD26 do you mean a deal-based workflow? If so, not, that’s not possible. This option is exclusive to contact-based workflows.
Nope. I mean a contact based workflow. The trigger would be they enrolled in a specific sequence and the follow up would be a record is created (the record being a new deal within a pipeline)?
@ACD26 since this is not an unenrollment trigger for sequences, there is no link between record creation and sequence, no: Unenroll contacts from a sequence – thus it can also not be attributed / referenced directly.
Got it. I figured the unenrollment may be an issue.
Thank you so much for your help! I always see your responses throughout the community!
