Opportunity Workflow Actions
Workflows help you manage your internal processes without effort. However, if you’re having trouble translating automation power into customer journey management, this new feature will simplify that process.
Workflows help you manage your internal processes without effort. However, if you’re having trouble translating automation power into customer journey management, this new feature will simplify that process.
Custom Objects and their relationships with customers are unique. However, that doesn’t mean you’ll want to enter all data related to them manually. For those moments, we’re happy to introduce these three new actions for workflows to help manage Custom Objects.
Controlling the flow of conversations with bots allows for a more human touch in interactions. By incorporating natural delays into exchanges, enabling tailored interactions for specific use cases, and providing granular control over response timing, you can create a more engaging and realistic conversational experience.
Custom Objects create associations between contacts or fields, helping you easily track, manage updates, and automate processes related to these relationships. This new feature allows you to develop object-specific workflows. Triggering workflows based on custom object-related triggers and defining actions to automate your processes.