It would be very helpful to be able to trigger workflow based on engagements.
For example, I would like to have a lead status that is set when one of our sales team members has a meeting with a prospect.
Thanks!
It should now be possible to add workflow triggers based on engagements! Please see this article from our Knowledge Base for a full list of the available engagement-based filters that can be used in workflows.
Please provide that.
This feature will be extermely valuable.
This is marked as delivered, but you can’t actually create an engagement/activity based workflow. It’s just a contact based workflow, which incorporates activity properties in the trigger. The problem with this is you can’t actually access the properties of the activity that triggered the workflow in the workflow. So for example, I can create a workflow that triggers for anyone who has a meeting that happened more than 3 days ago, but hasn’t got an updated outcome, but within the worklow I can’t actually do anything with that, because I can’t refer to the meeting that actually triggered the workflow. It seems the correct way to implement this would have been to add the option of an ‘Activity’ based workflow, rather than just adding some trigger options to a contact based workflow.