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rci698
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Member since ‎Jul 11, 2017
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rci698 on October 14, 2021
Enable text within incoming emails to be used as a workflow trigger
It is currently possible to use text contained within an email body as a workflow trigger, but only for outgoing emails. It would be very useful to be able to search by text contained within incoming emails from contacts that have been logged in the read more
Reply Idea Workflows
1 upvote
0 Reply
Solved
Jantunes on September 25, 2017
Automatic Exporting
Hello, Is it possible to automaticly export two table, contacts and companies, every day? I'm trying to do this with zapier but it only works with new contacts that enter my crm. I want this to donwload and save everyday all my data base on read more
Reply Discussion
11 upvotes
9 Replies
rci698
Participant
July 15, 2020
It would be very useful to have a companies or contacts view be automatically exported to csv and sent to your email inbox daily. I don't feel that t...read more
julieta on June 08, 2017
Add contact properties for call activity
In case our telemarketer team wants to filter their daily phone activity we need an automated property based on their phone activity, i.e. "Last phone date"
Reply Idea Calling Contacts & Companies
105 upvotes
36 Replies
rci698
Participant
July 26, 2017
I agree, it is incredibly important to be able to distinguish last date called from last date emailed. Without this, it's very difficult to effective...read more
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