Im tryign to create a workflow that will send a notfication to sales reps when any of their contacts complete or unenroll from a sequence. Has anyone done something similar?
Hi @JFisher253 , You can create a contact based workflow and use contact property 'Last sequence ended date is known' https://prnt.sc/1r3a7v2 and then next action will be send an internal email notofication to a rep. The wf will look something like this: https://prnt.sc/1r3agqd
Hope this helps!
If we were able to answer your query, kindly help the community by marking it as a solution.
Hi @JFisher253 , You can create a contact based workflow and use contact property 'Last sequence ended date is known' https://prnt.sc/1r3a7v2 and then next action will be send an internal email notofication to a rep. The wf will look something like this: https://prnt.sc/1r3agqd
Hope this helps!
If we were able to answer your query, kindly help the community by marking it as a solution.