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BrettloweAUS
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Member since ‎Mar 16, 2021
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Brett Lowe

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BrettloweAUS on October 17, 2023
Workflow - can't solve this issues
Hello, What I'm looking to do is to have a field contact attempt that updates each time we call customers and we are not able to connect with them. The call type is called NA. (note this is not the outcome) The process for the account mana read more
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1 upvote
3 Replies
BrettloweAUS
Member
October 18, 2023
Yeh this sounds like it could work. I might try just using this field last contacted. I don't need to re-enrol as these are all in separate workflows...read more
Solved
BrettloweAUS on October 17, 2023
Workflow - can't solve this issues
Hello, What I'm looking to do is to have a field contact attempt that updates each time we call customers and we are not able to connect with them. The call type is called NA. (note this is not the outcome) The process for the account mana read more
Reply Discussion filters
1 upvote
3 Replies
BrettloweAUS
Member
October 18, 2023
Yeh this sounds like it could work. I might try just using this field last contacted. I don't need to re-enrol as these are all in separate workflows...read more
Solved
BrettloweAUS on October 16, 2023
Create ticket from external system
Hi all, Our support team work out of ZenDesk and our account managers live in HS. If a customer emails our share email address we can create a ticker for the account managers with no issues. However, when a customer calls out the support team, read more
Reply Discussion Conversations
0 upvote
2 Replies
BrettloweAUS
Member
October 17, 2023
Great- thanks for this
Solved
BrettloweAUS on October 16, 2023
Create ticket from external system
Hi all, Our support team work out of ZenDesk and our account managers live in HS. If a customer emails our share email address we can create a ticker for the account managers with no issues. However, when a customer calls out the support team, read more
Reply Discussion Conversations
0 upvote
2 Replies
BrettloweAUS
Member
October 17, 2023
Great- thanks for this
Solved
SpencerHodgson on June 16, 2021
Workflows can create tasks, any way to complete them?
I've found workflow automations to be VERY helpful, and sometimes they can create tasks in bulk and streamline processes in a way that saves a LOT of time! But sometimes those tasks end up needed to get deleted in bulk too, otherwise the workflow ju read more
Reply Discussion Workflows
5 upvotes
12 Replies
BrettloweAUS
Member
September 12, 2023
Can you explain what you are trying to achieve here? It sounds like you have a series of emails to send to the customer. What are the tasks for? Th...read more
Solved
SpencerHodgson on June 16, 2021
Workflows can create tasks, any way to complete them?
I've found workflow automations to be VERY helpful, and sometimes they can create tasks in bulk and streamline processes in a way that saves a LOT of time! But sometimes those tasks end up needed to get deleted in bulk too, otherwise the workflow ju read more
Reply Discussion Workflows
5 upvotes
12 Replies
BrettloweAUS
Member
September 12, 2023
Can you explain what you are trying to achieve here? It sounds like you have a series of emails to send to the customer. What are the tasks for? Th...read more
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