Trigger automations when importing
I swear this was a feature before. But I had not been importing contacts a bunch before. Now I am doing pretty good sized imports after events, and I need them to trigger an automation I have set up for a specific deal... and it seems imported contacts does not trigger automation??? I am dumbfounded this is even a thing I need to mention. Having to now manually add every contact into the deals in order to trigger the necessary automation is a HUGE headache. Which should be solved by your basic automation feature.
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You can simulate triggering the automation by adding a dummy custom field and using that to trigger automation.
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Explain what you mean? Thank you for the suggestion. This is causing me a lot of frustration
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- Create a custom field, under Deals (if you want to create activities under deals).
- Set up an automation to trigger when this custom field is updated.
- Update the custom field.
If you have any other questions or need further help, please don't hesitate to reach out.
Best,
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It can be inconvenient and time-consuming to manually add contacts to deals just to activate the necessary automation. It's important to note that different automation platforms have their own limitations and requirements. In this case, it seems that the automation feature you're using does not support triggering automations for imported contacts. This might be a limitation of the specific platform or configuration you're using.
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