I need to assign the leads to different team infact move to different pipeline based on the day of the week. For Example, if the lead is capture on Monday, Wednesday, and Thursday,that should be moved in to Pipeline A otherwise to Pipeline B.
Is there any solution. I am on Marketing Hub only.
Hi @EsarQasmi,
This would require two workflows - one to run on Monday, Wednesday, Thursday, the other on the remaining days.
For each workflow, you can specify when the workflow should run.
That way, you can apply do different routing rules, depending on the day(s) of the week.
In the workflow goals, make sure to set the correct assignment as a goal: Use goals in contact-based workflows
This makes sure that contacts don’t accidentally enroll in both workflows. If they meet the goal, the workflow will ignore them.
Let me know if you have any follow-up questions!
Thanks Karsten, Same I have applied.