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shawnabrishami
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Member since ‎Jun 28, 2020
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Shawn Ab

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MichaelC on February 01, 2019
Creating contacts and/or companies in workflows
Today it is possible to create a deal from a contact or a company workflow. But it is not possible to create a contact or a company from a deal workflow. Trying to automate as much as possible of our sales processes this sometimes accours to be an i read more
Reply Idea Workflows
66 upvotes
23 Replies
shawnabrishami
Member
July 14, 2020
i'm surprised this hasn't been worked yet after 1 year. This is definitely a boost. Creating a company in the workflow. Ability to use vario...read more
Kgibson on March 20, 2019
Ticket and Contact tokens available in workflows for notifcations
Currently, there is an ability to use a contact based workflow to send a notification about a ticket being submitted, but it would lack information about the ticket. On the other hand, there is an ability to send a notification about a new ticket, b read more
Reply Idea Workflows
34 upvotes
15 Replies
shawnabrishami
Member
June 30, 2020
This is definitely a must. Contact and company are attached to tickets but it's not possible to use them in email. I'm surprised it's not there from ...read more
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