Productivity Tools

Iscrisvesu
Participant

Help with a workflow

SOLVE

We have some active campaigns and my leads can respond by WhatsApp but I will be out of the office. How other team members can receive direct notification via teams or mail that there is a message to be answered. 
Even if the conversation was already assigned to me. 

Support told me "You would need to create a custom conversations based workflow which triggers each time a reply is received, which sends a notification to users."  but I don't know how to configure the workflow trigger.

Thanks!


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1 Accepted solution
ashleyidesign
Solution
Top Contributor | Partner
Top Contributor | Partner

Help with a workflow

SOLVE

Hey!

 

When you go to create a workflow, you'll want to select Conversation instead of the default Contacts. This will let you select trigger based on what happens in Conversations. Feel free to email me if you're still having an issue!

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Former HubSpotter turned Freelancer
Inbound Marketing Consulting and HubSpot CMS Expert

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ashleyidesign
Solution
Top Contributor | Partner
Top Contributor | Partner

Help with a workflow

SOLVE

Hey!

 

When you go to create a workflow, you'll want to select Conversation instead of the default Contacts. This will let you select trigger based on what happens in Conversations. Feel free to email me if you're still having an issue!

----------
Former HubSpotter turned Freelancer
Inbound Marketing Consulting and HubSpot CMS Expert
0 Upvotes