How do I set up a workflow to get a notification when a customer last activity date is updated?
SOLVE
Using gmail integration that tracks when my boss sends an email to a customer. I understand that I can go to the customer and click on them to see the email thread, but is there a way to automatically send me a noticfication when this happens so I don't have to keep manually checking to see if there are any updates? Seems simple but I can't find an enrollment trigger that works based off of changing the last activity parameter.
and see if that works. Two things to note: you'll want to set the re-enrollment criteria to allow re-enrollment everytime that property is "known". Secondly, this would trigger based on any activity - calls, meetings, etc. - so that might get a little burdensome for your to receive all of those notifications.
Hope this helps,
Whitney
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and see if that works. Two things to note: you'll want to set the re-enrollment criteria to allow re-enrollment everytime that property is "known". Secondly, this would trigger based on any activity - calls, meetings, etc. - so that might get a little burdensome for your to receive all of those notifications.
Hope this helps,
Whitney
Found my comment helpful? Great! Please mark it as a solution to help other community users.