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ShellyL
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Member since ‎Mar 4, 2020
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Shelly Lundahl

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ShellyL
Participant
August 30, 2022
Reply to Two unrelated records merged
Thank you for replying to my question quickly. I'm tying to bind the best way to prevent this from happening in the first place. Often the mismatch is...read more
ShellyL
Participant
August 29, 2022
Reply to Two unrelated records merged
I like this workflow idea to id the existing records changed by a new contact who was forwarded an email and submitted a form. Sometimes we catch th...read more
ShellyL
Participant
August 11, 2021
Reply to Chat properties for workflow triggers
Glad you added Chatflow triggers to Workflows. I'm looking for a way to trigger an internal notification based on the visitor's text content. We ar...read more
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