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CCoffman1
Participant

enroll contact in workflow from custom-object workflow

Hi

 

We have a custom object that is associated with a Contact called Applications. We would like to enroll any related Contacts in a Contact-based workflow based on the Application Pipeline Stage updates.

 

Does anyone have a trick to do this?

 

Thanks

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2 Replies 2
himanshurauthan
Thought Leader | Elite Partner
Thought Leader | Elite Partner

enroll contact in workflow from custom-object workflow

Hello @CCoffman1 

1. Create a new contact-based workflow and set the trigger to "Contact property changes".
2. Choose the property "Application Pipeline Stage" as the property to monitor for changes.
3. Set up the workflow actions that you want to occur when the pipeline stage changes. For example, you can send an email, update a property on the contact record, or create a task for a sales rep.
4. In the workflow settings, enable the "Enrollment triggers" option and choose "Enroll contacts when they meet a certain criteria".
5. Set the enrollment trigger to "Contacts associated with an Application".

6. Save and activate the workflow.

Now, whenever the pipeline stage of an application changes, any associated contacts will be enrolled in the workflow and the specified actions will occur.

Thanks & Regards 
Himanshu Rauthan

Digital Marketing & Inbound Expert In Growth Hacking Technology
CCoffman1
Participant

enroll contact in workflow from custom-object workflow

In step 2, there is no Application Pipeline Stage property on the Contact.
That property only exists on the Application. We can't copy that from the
Application to the Contact because a Contact might have multiple
Applications in various Stages.
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