I am raising this idea post on behalf of a customer who was working within workflows and needs better functionality of crossing data sources.
We were specifically working to remove a contact from a sequence based on their Pipeline stage - and found this automation particularly difficult as it is not possible to pull associated contacts into a sequence from a deal-based workflow.
Ideally, it would be wonderful to have multiple data-sets available within a workflow in order to best access the contacts who have an associated deal in the correct deal stage.
We reviewed utilizing if/then branches within a contact-based workflow, but there is a certain counter-intuitiveness to not being able to access this info from the deal side, and only being able to pull from the contact end.
Being able to create a workflow that accesses multiple data points would rectify this issue among many others, but I felt this was specifically a great exmaple of this feature request, and am posting here accordingly.
Yes please! I'm having this issue now with a workflow that's ticket/contact-based. The current workaround is a another workflow that gets the contact property and copies it to a ticket property. It's the exact same information, but I need it in a ticket based workflow.
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