ワークフローで一定条件に合致した際に外部の API へリクエストして、受け取ったレスポンス値をコンタクトのプロパティへ保存したいと考えています。 API は POST 形式でリクエストBody がネストされた JSON 形式を受け付けるようになっており、JSON の値としてコンタクトのプロパティを入れたいと考えています。API が受け付ける JSON の構造が決まっており、その形式に合わせたいのですが、どのように設定すればよいでしょうか？ 或いは「Webhookを送信」以外の方 read more

Hello! I am creating a workflow that has branches based on the value of a property with multiple selections. Am I correct in assuming the workflow will enroll contacts in multiple actions for multiple property values? Say someone read more

I am looking to set up workflows, to assign new leads to our sales team based on time of day, to cover the different shifts. I already have three workflows set up to run at specific times of day: Morning - leads that came in from midnight to 9am read more

Hi, I'm currently working on a lead scoring model using the lead scoring beta and noticed there seems to be no way to subtract points from a score like you could with the older calculated score types under properties? I'm trying to build a contac read more

Hi Everyone, Our current lead score system scores a contact 2 points if they visit one of our product pages. The filter is set to "less than 90" days since we want the score only to be reflected if they visited within the last 90 days. Is read more

Hi all, We've made a NPS survey, which was send August 23. to appr. 8500 of our contacts. Now I'm creating a new NPS survey, which must not be send to one of those 8500 recipients. First of all I tried to add the statement "Last NPS Survey D read more

Hi, I'm looking for some guidance on setting up a slack notification workflow when a meeting in booked. Here is what i'm trying to achieve: Process Overview : A customer fills out an inquiry form on our website. Upon submitting the form, read more

I have about 14K marketing contacts that are not very engaged and they are pushing up our total marketing contacts. To help with this I would like to split these marketing contacts into List A (7K) and List B (7K) and set them as non-marketing conta read more

Hi! I have a task to create a report that will show how much time has passed between contact's first communication to us (answer to an email, attending a webinar, an event, etc) and a successfully closed deal for this contact. How do I achieve this read more

My client wants to send a custom email the day before a discovery call. This is how I have set the workflow, but no one moves through the delay. Any idea what I have wrong here? If it helps, the meeting is round robin.I Thanks in advance! read more

Hello! I am needing to import a list of Contacts, some of which will be the same person. However, the fields for that same person will be different. Here's an example of a record that is the same person, with the same email BUT they have d read more

Hi all, I have a Ticket Pipeline that uses automation. Each time ticket is moved to a different stage, it will trigger a different workflow. How can I manually restart the workflow for a specific stage? It seems that re-enrollment option is not read more