Hello! I am trying to figure out how / if I can setup a Workflow to trigger ongoing monthly or quarterly task reminders to their respective contact owners for our "Tier 1" and "Tier 2" contacts. The goal is for our team to get a regular outreach rem Lire la suite

I need to send a Slack notification and do a few actions each time a form is submitted. I need this to happen even when the same contact submits a form again (they forgot o include details, etc.). I have re-enrollment switched on: I have t Lire la suite

I have a workflow that sends a follow-up email to every contact that downloads something from our website (as a result of filling out a form). If the contact downloads multiple things across a few days, I don't want them receiving the email over Lire la suite

Hi! We have a workflow that is triggered when a specific type of call is made. The goal is to set a date stamp in a custom property we created called "Last BRM call". However, we just realized that contacts cannot be re-enrolled in the workflow beca Lire la suite

How do I create a list that contains only those contacts that have downloaded something from the website? I understand they have to have completed a form first - but I want everyone that has done that to enroll into a list.

After the set-up of a beta pop-up CTA for a content download, I see that the form is not taken into account by a follow-up workflow. I receive the form submission notification when a conversion occurs, but it is not taken into account as a wo Lire la suite

Hello together we assign a lead score of 100 if a whitepaper form is signed up. By the lead score of 100 the lead status is set to "new relevant" so that our sales team know who and when to call the lead. We currently have many leads which w Lire la suite

Hello fellow Devs, I have a scenario where I want to trigger a workflow when a contact's primary association to a company changes . For an example Contact 1 associated to comp 1(primary) and comp 2 ( non primary) Modified to Contac Lire la suite

Hiya, does the CRM free tier allow for email and text reminders to follow up with a lead?

Hi the logical conditions in list filters are set up very user unfriendly. In my example I want users who filled either form 1 OR form 2 AND at the same time who also have marketing subscription. Currently I have to add the email subscription op Lire la suite

Hi All 👋 Has anyone found a workaround to conditionally send an email in a workflow based on contact properties? In this example, we have a nurturing sequence that goes to all clients. We only want to send Email A to people who haven't purchas Lire la suite

Hi! Here is my situation: When a costumer subscribe to a form I want them to be enrolled in an active list (trial list). Two weeks after that, I want them to be removed from this list and enrolled in another active one (free list). Is there a Lire la suite