Somehow a conversation is started in my CRM Inbox, however I can't find a workflow that is triggering this. Although it appears to be working, I don't know where it is setup or how. I also can't find anything in the form settings to set this up or to trigger other notifications.
If you look at how to set it up intentionally, and go review this in your own portal, perhaps this can offer an explanation. Let us know if not and we'll keep digging.
*************************** Did my post solve the questions or challenge? Please mark it as a solution for others to find.
If you look at how to set it up intentionally, and go review this in your own portal, perhaps this can offer an explanation. Let us know if not and we'll keep digging.
*************************** Did my post solve the questions or challenge? Please mark it as a solution for others to find.
How is a conversation triggered from a form submission?
解決
Hi, thanks for your reply. Yes I did find this functionality myself after stumbling around in the dark for ages. I could not find any documentation on the matter. What I still don't know though is where the seettings are to trigger an email notification when a form is posted. I do get one myself, but can't find where to set this up for others. ALso I need to be able to conditionally send email notifications upon form post to the relevant person based on a form field choice. Thanks
How is a conversation triggered from a form submission?
解決
Hi Plock!
Thanks for asking the question so we could pull the answer out of the dark.
For conditional notification, that would be a Workflow. With Form Submission as the trigger, then you can If/Then branch off of it and create in-app notifications or auto emails to specific addresses.
*************************** Did my post solve the questions or challenge? Please mark it as a solution for others to find.
