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CrisitnaLucas
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Member since ‎Sep 24, 2021
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Cristina Lucas

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PYoganathan on November 03, 2021
Form Emails Adding Unwanted Information
When we create forms, the emails get sent to our sales team but this information at the end of the email keeps showing up. How can we remove this section from every email?
Reply Discussion Contacts Forms
1 upvote
9 Replies
CrisitnaLucas
Participant
January 20, 2022
Adding to this thread, with hopes that Karsten has an idea... I was looking for an idea in the forum to support editing the default email, or an idea...read more
ngottron on March 30, 2020
Sending your contacts a Form Submission using Workflows + Marketing Email
Looking to send a copy of a form submission to your contacts when they fill out a form? Note: The following requires access to Marketing Emails and Marketing Workflow automation which is part of the Marketing Professional Hub Subscript read more
Reply Discussion Follow up emails Forms Workflows
14 upvotes
6 Replies
CrisitnaLucas
Participant
January 20, 2022
I got excited, and then realized this won't solve my current issue of cross-object properties. You'll still be limited to either contact or form/tick...read more
taasted on July 02, 2020
Cross-Object Workflow
Currently, you can't create a workflow that contains cross-object properties (i.e., Deal, Contact, Company) like you can with Reports. As an example, some organizations transition accounts from Sales to Account Managers post-sale. Therefore, the sal read more
Reply Idea Workflows
42 upvotes
10 Replies
CrisitnaLucas
Participant
January 20, 2022
I was looking for threads on cross-object workflows / email content and I'm shocked how little traction this has! This is an issue that we run into o...read more
benesch_e on August 05, 2020
Filtering ABM Target Accounts
I work for a company with multiple business units, each business unit has its own sales pipeline to keep us sane. Becaue of the multiple business units we also segregate out marketing to address the specific needs of the customers within each busine read more
Reply Idea Analytics Tools Marketing Reporting
38 upvotes
24 Replies
CrisitnaLucas
Participant
December 16, 2021
Agreed! My sales team is downplaying its power because of the incorrect "open deal value" that it displays at the top. The value is the total sum of ...read more
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