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CaitlinRose
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Member since ‎Feb 4, 2021
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Caitlin Rose Birkett-Rothwell

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kathyDecOnDem on July 11, 2019
It would be nice to auto-enroll leads into sequences like you can for workflows.
61 upvotes
26 Replies
Contributor
February 18, 2022
There is a free Chrome extension which helps you do this. It has helped us to automate manually enrolling contacts into sequences which can get ver...read more
CaitlinRose on June 10, 2021
Allow the CSV export of data for an automated chatbot. As all of the questions/answers are automated there is some good data to be analysed (especially if you have asked numerical questions ie. how satisfied were you). I think the option to export t read more
6 upvotes
0 Reply
CaitlinRose on March 03, 2021
Allow a workflow whereby if a deal is associated with a company (and than cmpany has associated contacts), then the contacts are pulled and automatically assigned to the deal. This would also work the other way where if a deal had an associated read more
146 upvotes
29 Replies
Member
August 11, 2022
We definately need this, I am trying to automatically create associations between a custom object and contacts, but we need to do them manually at th...read more
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