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Calling

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Solucionado

AlexLovick on Janeiro 21, 2025

Workflow to Create a record from a logged call

Hi, I want to create a work flow to create a new ticket based off if a phone called has been logged under a contact. However, I've managed to mostly get it to work but it will only even trigger once and if another phone call is logged a 2nd tick Leia mais

Responder Tickets Workflows

1 avaliações positivas

2 Respostas

Solução Aceita

karstenkoehler

Membro do Hall da Fama | Parceiro

Janeiro 21, 2025 06:37

Hi @AlexLovick , It looks like you created a contact-based workflow which cannot re-enroll records based on associated records. Instead, creat...Leia mais

Solucionado

Louisjacquot on Novembro 15, 2024

How to creta a task when we missed the call from the client

Hello In peak times, we sometimes miss the clients call. I would like to automatically create a task "call the client back" for the deal owner but I can't find how. It seems I can only creta task for when the Sales tried to reacjk the cient and coul Leia mais

Responder Sales Workflows

0 avaliações positivas

2 Respostas

Solução Aceita

ScottPennwood

Top colaborador(a) | Parceiro Diamante

Novembro 15, 2024 04:19

Good morning @Louisjacquot , Would this Workflow enrolment trigger work for you? (Sorry I've not got any inbound calls in my test environment ...Leia mais

Solucionado

MHarding27 on Julho 31, 2024

Can you alter properties based on whether a lead has booked a call?

Hi, I'm trying to build a workflow that gives a deal a certain property based on whether they have booked a call with the deal owner. Is this possible to do? Thanks

Responder Calendar Workflows

2 avaliações positivas

5 Respostas

Solução Aceita

LouiseHare

Top colaborador(a) | Parceiro

Julho 31, 2024 06:16

Hey @MHarding27 , If the meeting is associated to the Deal, I would just do something like the below- Just to note that I'm a...Leia mais

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