Automation Workflow from Keyword
Start an automation workflow from specific keywords inputted into a client's profile.
Mary
shared this idea
The suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
-
Jovanna
commented
This was reviewed over 4 years ago and no progress!
-
Yvette
commented
Yes, having a workflow or activity or email triggered from a keyword being added or removed would be a great help.
-
Jessica Taylor
commented
This would be helpful when changing a prospect client to active and automatically creating a task to send annual letter and Christmas card (both keywords).
-
Tom M.
commented
I would also like additional automation triggers. We do a lot of group benefits (401k, group medical, ancillary benefits), and are starting to add workflows for specific employer clients so the proper steps are taken for their specific group. I wanted to set one up to trigger when a new contact has a specific employer. I might start using Source for this instead, and use that as the trigger.
-
Anonymous
commented
I would like to see Triggers setup for when a client is added to a specific tag group or assigned a specific keyword