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deanrenshaw on August 03, 2022
Can I take a deal related to a workflow goal and popuate the source? So basically Contact added to the workflow the deal has been created and the goal met I can't find the individual deal to populate - workflows tend to just populate al read more
1 upvote
2 Replies
Top Contributor | Platinum Partner
August 04, 2022 02:38
Thanks @TiphaineCuisset that you keep tagging me and getting me into this topic. Hey @deanrenshaw , I'm not entirely sure if I follo...read more
thomasvbe on January 25, 2022
Is there any way that you can use the object that triggered your workflow, in programmable modules, to personalize your email? Use case: I have a deal object that triggers a workflow that sends out a marketing email. In that email, I want to per read more
Participant
March 29, 2022 07:44
Hey @thomasvbe for multi valued properties email is opinionated about the formatting of the properties and returns a string. You could create a cus...read more
ARivero1 on November 29, 2021
Hi Is there a way that I can remove specifically associated contacts from a deal or ticket using a workflow? This is the situation I am having. We have a workflow that creates deals from specific tickets. We are associating the deals with the same read more
1 upvote
3 Replies
Participant
December 08, 2021 15:14
Thank you so much for your quick response. I actually had the company domain already set up for Never Log these emails, but for some reason, there are...read more
Solved
ARivero1 on November 29, 2021
Hi Is there a way that I can remove specifically associated contacts from a deal or ticket using a workflow? This is the situation I am having. We have a workflow that creates deals from specific tickets. We are associating the deals with the same read more
Accepted Solution
Hall of Famer | Partner
November 29, 2021 11:48
Hi @ARivero1 , Associations can unfortunately not be managed through workflows, this is currently not possible. However, I'd recommend adding ...read more
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