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 Beitrag ansehen

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 Beitrag ansehen

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 Beitrag ansehen

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 Beitrag ansehen

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 Beitrag ansehen

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 Beitrag ansehen

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 Beitrag ansehen

Dear all! I want to create a dynamic list of contacts that are associated with a deal and that deal is in turn associated with a specific company (so the contact is not associated directly with a company). In other words, I want to filter the co Beitrag ansehen

Does anyone know of a way to create a lead scoring history? To understand the evolution or not of the lead score?

Hi, I have a report showing 'date entered marketing qualified lead' (lifecycle stage pipeline'. I'd like to be able to create a workflow trigger based on everyone who entered this stage more than 90 days ago or some other timeline. OR if I can't do Beitrag ansehen