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JWills8
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Member since ‎Nov 4, 2022
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Justin Wills

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JWills8 on April 14, 2023
Hello Everyone, I know you can add an additional email to a contact by pulling up their record, clicking the pencial and selecting add additional email. Curious if there is a way to get the same result through a workflow.
3 upvotes
9 Replies
Member
April 21, 2023
Just as an update, the additional email field is a read only field and currently can not be updated by an API.
Solved
JWills8 on April 14, 2023
Hello Everyone, I know you can add an additional email to a contact by pulling up their record, clicking the pencial and selecting add additional email. Curious if there is a way to get the same result through a workflow.
3 upvotes
9 Replies
Member
April 21, 2023
Just as an update, the additional email field is a read only field and currently can not be updated by an API.
Solved
JWills8 on April 14, 2023
Hello Everyone, I know you can add an additional email to a contact by pulling up their record, clicking the pencial and selecting add additional email. Curious if there is a way to get the same result through a workflow.
3 upvotes
9 Replies
Member
April 21, 2023
Just as an update, the additional email field is a read only field and currently can not be updated by an API.
Solved
JWills8 on March 03, 2023
Have a use case where a contact can have multiple deals in the same pipeline at one time. We are using salesforce integration so we have several workflows that are contact based that update deal stages. Is there a way to filter/select which deal ge read more
1 upvote
5 Replies
Member
March 06, 2023
Hey @danmoyle . Thanks for taking a look and trying to help me find a solution. We currently have one team working out of salesforce that is verif...read more
Solved
JWills8 on March 03, 2023
Have a use case where a contact can have multiple deals in the same pipeline at one time. We are using salesforce integration so we have several workflows that are contact based that update deal stages. Is there a way to filter/select which deal ge read more
1 upvote
5 Replies
Member
March 06, 2023
Hey @danmoyle . Thanks for taking a look and trying to help me find a solution. We currently have one team working out of salesforce that is verif...read more
Solved
JWills8 on November 04, 2022
Hello Everyone, Curious if anyone knows a good critiera to use for re-enrollment since meeting outcome can't be used. Need to move the deal stage based on the outcome, but running into an issue since reschecdule doesn't cause the deal stage to m read more
0 upvote
3 Replies
Member
November 07, 2022
Hey Karsten, Thank you for the suggestion. This is working for the enrollment but having an issue with setting the deal property since the workfl...read more
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