Workflows that target the persons associated with a company

Daniel Reichelt
Daniel Reichelt Posts: 2
edited July 2022 in Ideas and Product Feedback #1

I would like to create worflows that affect all contacts associated with a company. 

For example:
Trigger event: The company label is changed to "Customer".
Effect:  All contacts (people) associated with that company become "customers" as well.

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  • Inês Batata
    Inês Batata Admin Posts: 2,917 COMMUNITY MANAGER
    2500 Comments Third Anniversary 5 Likes First Answer
    edited August 2020 #2

    Hi @Daniel Reichelt !

    I'm afraid at the moment this is not possible with our native automation feature, but I've made sure your suggestion reaches our team for consideration in future developments.

    In the meantime, I suggest you take a look at some of the integration tools from our marketplace (like Zapier, Automate.io, Integromat, etc), as they allow you to create automations outside the scope of our native ones. I did a quick search for you, take a look here.

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