The Contact Tag workflow activates when a tag is added or removed from a contact within the CRM. Tags are highly beneficial for organizing customer information and tracking which customers need follow-up. This feature also lets you move customers from one list/step to another based on activities or actions linked with the customer. To begin ..
Category : Workflows
The Contact Created trigger will allow the workflow to trigger when a contact is created. You can customize this trigger by adding filters such as tags or custom field data. To begin setup, click on the Add New Workflow Trigger button, and select Contact Created. Utilizing this workflow is great for setting up workflows to ..
The Contact Changed trigger comes into play when a contact’s details are updated, specifically in Tags, Assigned Users, Do Not Disturb (DND) status, and Custom Fields. This trigger automates specific actions or responses based on these changes, enabling efficient management of contact information and ensuring that your team stays informed about essential updates. Add Filters ..
The Category Started workflow trigger is activated when you start a category of particular products. To initiate this process, click the Add New Workflow Trigger option and choose Category Started from the available selections. By utilizing this trigger, you can effectively monitor the start of your product categories and implement appropriate actions, leading to enhanced ..
The Category Completed workflow trigger is activated when a category of particular products is completed. To initiate this process, click the Add New Workflow Trigger option and choose Category Completed from the available selections. By utilizing this trigger, you can effectively monitor the progress of product categories and implement appropriate actions, leading to enhanced project ..
The Call Status Trigger is a workflow trigger that runs on both outbound and inbound calls. This trigger can be activated by call directions and statuses either from the current workflow or from another workflow linked to it. Using this trigger, businesses can customize their workflows to automate specific actions based on call statuses, improving ..
The birthday reminder trigger operates on a customer’s special day, initiating a celebratory notification for the specified customer. This automated feature helps maintain a personalized connection with your customers and fosters a sense of appreciation, further enhancing the customer relationship and overall experience with your brand. All Filters After No. of Days The After No. ..
The Appointment Status Trigger is designed to activate when an appointment is being scheduled, or the status of an appointment has changed. This will trigger your workflow based on the appointment status filter the user chooses. This feature enables businesses to create more specialized workflows with varying degrees of automation and customization based on the ..
Your header text here Your header text here Understanding Loop Locks In certain scenarios within a workflow, there’s a risk of inadvertently creating a loop. This occurs when two processes continuously feed into each other or loop back to themselves, creating an endless cycle of actions. Such loops can significantly hamper the performance of Gold ..
The workflow feature within the CRM is a powerful tool that automates various tasks, including sending emails to a list of recipients. This functionality can significantly enhance your efficiency by allowing you to communicate with multiple contacts in a single action. Whether you’re sending a newsletter, promotional content, or important updates, the workflow feature ensures ..