Lists, Lead Scoring & Workflows

abigailgn
メンバー

I would like to create a workflow trigger for a sequence for Customer Success

解決

I am trying to create a workflow that triggers based on the Customer Success stage of a company. 

 

For example, when a company moves to Live - New, I would like to automatically enroll all contacts in a Customer Success sequence. Currently, the only triggers I see for this workflow are based on page views or forms. 

 

How do?

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GRajput
解決策
キーアドバイザー | Platinum Partner
キーアドバイザー | Platinum Partner

I would like to create a workflow trigger for a sequence for Customer Success

解決

Hi @abigailgn 

For this you can use the Trigger Stage is equal to Live - Now and after that use the action Enroll in Sequence. 

 

GRajput_0-1694680045027.png

 

Hope this will helps you out. Please mark it as Solution Accepted & Upvote to help other Community member.


Thanks!




Gaurav Rajput
Director, MarTech( Growth Natives)

Book a meeting


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2件の返信
GRajput
解決策
キーアドバイザー | Platinum Partner
キーアドバイザー | Platinum Partner

I would like to create a workflow trigger for a sequence for Customer Success

解決

Hi @abigailgn 

For this you can use the Trigger Stage is equal to Live - Now and after that use the action Enroll in Sequence. 

 

GRajput_0-1694680045027.png

 

Hope this will helps you out. Please mark it as Solution Accepted & Upvote to help other Community member.


Thanks!




Gaurav Rajput
Director, MarTech( Growth Natives)

Book a meeting


abigailgn
メンバー

I would like to create a workflow trigger for a sequence for Customer Success

解決

Hi Guarav!

 

Thanks for sharing the details on the new automation features. This looks like it will be incredibly useful for streamlining workflows.

 

I wanted to provide some constructive feedback that having it only available for Enterprise customers seems limiting. In my experience, smaller teams and startups get the most value from leveraging automations in place of additional headcount.

 

The capability to configure complex automations would likely spur upgrades from teams currently on lower tiers. It may be worth considering making at least basic automation building blocks available in all packages.

 

I'm happy to discuss further and provide additional context on why I think this could drive adoption across your customer base. Please let me know if any of these perspectives would be helpful as you finalize the rollout approach. Either way, the new automation capabilities look very promising!