I can’t seem to create a Workflow trigger based on a sales rep manually sending out using a designated email template. (see a…

Hi @CFitzgerald , When you switch this on, only enrolling contacts who meet the criteria from that point on, that shouldn’t b…

What is the purpose of including Activity Date and Activity type as criteria?

Template Email as Workflow Trigger

Smart CRM & Sales Hub Sales Email

vsimmons-sf October 3, 2024, 5:11pm 3

Hi, I am looking to build this exact workflow but can’t figure out how to find email subject. What kind of workflow should I build? Is this contact or deal based?

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Template Email as Workflow Trigger

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