Trigger from outbound communication
under review
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Ryan Hartigan
There is no way to trigger on outbound SMS/email and no way to wait for an outbound SMS/email. 90% of our clients now ask for a round robin to happen again after a certain period of time of no contact made from the salesrep. But we are not able to have anything trigger or stop an automation based on an action taken by the salesrep. Unfortunately, this means sometimes a salesrep’s leads is assigned to the next salesrep even though they did everything right in terms of getting to the lead as fast as they could
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Brian Pappalardo
This should also include an outbound email via gmail/outlook 2 way sync, as I don't believe those trigger workflows. The use case is if you have a list of prospects and want to assign the contact to the first sales rep who reached out.
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Divyam Bhadoria
Merged in a post:
Include the WhatsApp trigger → Message Sent
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Salez Technology
Something that is basic but very important is to know when a message was sent to the customer through the WhatsApp channel and preferably that we can read the content of the message to be able to map and execute subsequent actions.
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Divyam Bhadoria
Merged in a post:
Add trigger for "Message Sent"
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Pablo Paredes
I would love to have this trigger. It would help a lot with follow up systems.
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Divyam Bhadoria
marked this post as
under review
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Keith Besherse
Divyam Bhadoria, thank you for merging in all the related suggestions.
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Divyam Bhadoria
Merged in a post:
New Workflow Trigger for Outbound SMS
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James Quirante
Currently there is no workflow trigger for when an outbound sms is sent to a customer. This would allow us to take action such as leave notes for an audit trail whenever a customer is reached out to via sms. We currently do this for outbound calls.
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Bryce Claudin
We want this so we can track contact activity.
Specifically to update a custom field "Last_SMS_Outbound"
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Eric Von Kretschmann
Without a doubt, it would be a very useful and important functionality to intervene in automations and stop them without having to carry out many manual actions.
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Steve Nielsen
this would be great!
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Josh Snoddy
Yup, please
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Divyam Bhadoria
Merged in a post:
Workflow Triggers off a Sent SMS or Email
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Blake Petipas
Workflows at this time don't trigger off of SMS sent or email sent. I can get it to work when a phone call is made but not the other. Hopefully this can be added to triggers so i have better records for my sales team followup and outreach data.
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