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pmastio
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Member since ‎Feb 2, 2022
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Paulette Mastio

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pmastio
Participant
February 04, 2025
Reply to Seeing all UTM Parameters in one report / view
+1
pmastio
Participant
August 19, 2024
Reply to Unify Inbox/Help Desk Comments and Ticket Notes
Hi @rsail This is great to hear. Do you have an ETA? Also, if I wanted to create a workflow on inbox commments, what field or property do I use? ...read more
pmastio
Participant
December 22, 2023
Reply to How do you sync 'Deals' to Dynamics 365 'Opportunities'
Hi @PamCotton Thank you for your response. Yes, I am using Microsoft Dynamics 365 integration. I am syncing my Contacts (Contacts) and Co...read more
pmastio on December 21, 2023
How do you sync 'Deals' to Dynamics 365 'Opportunities'
Hi, I have Dynamics 365 integration and we are syncing Contacts and Companies. How does 'Deals' sync to 'Opportunties'? I see the first item to sync is 'Topic' in D365 but I don't know where to locate that in my D365.
Reply Discussion Deals
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pmastio
Participant
November 11, 2022
Reply to Start a workflow based upon NPS score
Thank you!
Solved
pmastio on November 10, 2022
Start a workflow based upon NPS score
I would like to send an email to a contact if they choose 9 or 10 NPS score in a maually created survey. I believe I should be able to do this using a workflow. Any recommendations on how to do this?
Reply Discussion Service
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2 Replies
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