CRM

JumpingKangaroo
Membre

Update properties based on form and active list

Résolue

Hi,


We have a form which updates url properties of the single company. We want to be able to copy these urls to every company in an active list. 

 

Currently i have a workflow which is triggered by the submission of the form. This updates the single company url. How do i filter the rest of the workflow to only copy these url properties for companies within an active list?

 

Thanks

James

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1 Solution acceptée
KhushbooRevOps
Solution
Participant

Update properties based on form and active list

Résolue

Hi @JumpingKangaroo,

1. Ensure your target companies are in the active list.


2. Add a branch in your existing workflow triggered by the form submission.

3. Set the branch to enroll only companies from the active list.

4. Use "Set Property Value" to update the URLs for those companies.

Test the workflow to ensure it updates only the intended companies.

I hope it helps, let me know if you need to talk!

Khushboo Pokhriyal

Growth & Operations

GroRapid Labs

LinkedIn | 9315044754 | Email | Website

Voir la solution dans l'envoi d'origine

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2 Réponses
KhushbooRevOps
Solution
Participant

Update properties based on form and active list

Résolue

Hi @JumpingKangaroo,

1. Ensure your target companies are in the active list.


2. Add a branch in your existing workflow triggered by the form submission.

3. Set the branch to enroll only companies from the active list.

4. Use "Set Property Value" to update the URLs for those companies.

Test the workflow to ensure it updates only the intended companies.

I hope it helps, let me know if you need to talk!

Khushboo Pokhriyal

Growth & Operations

GroRapid Labs

LinkedIn | 9315044754 | Email | Website

0 Votes
JumpingKangaroo
Membre

Update properties based on form and active list

Résolue

Hi,

 

Thank you for the reply and a proposed solution. This is very close to how my flow ended up so glad to hear i was close. 

 

Thanks for your help. 

0 Votes