Adding followers to Deals/Orgs/Contact through a permission request.

Andre Vill
Andre Vill Posts: 138
100 Comments Second Anniversary 5 Likes First Answer
edited July 26 in Apps and Integrations #1

Hey! Does anybody have a workaround for adding followers to Deals/Orgs/Contacts? We are currently trying to automate a process, where a employee can request to follow any of the above, to see all the information with them. Manually adding them or Importing them is not an option, since the requests can come at different times. We have looked into Zapier, but at this point, we might just higher a developer to connect some API keys for this to get a better visual.

Comments

  • Akhil_Supermeet.ai
    Akhil_Supermeet.ai Posts: 57
    10 Comments Name Dropper Photogenic
    edited May 20 #2

    @Andre Vill Seems like I've got a similar requirement.

    Did you able to achieve this? 

    My use case is to assign a deal to another person if the account owner is not available to pick up bookings or any other activities. I think the followers will get visibility in this case and auto-routing the activity will help. 

  • Andre Vill
    Andre Vill Posts: 138
    100 Comments Second Anniversary 5 Likes First Answer
    edited May 20 #3
    Akhil said:

    @Andre Vill Seems like I've got a similar requirement.

    Did you able to achieve this? 

    My use case is to assign a deal to another person if the account owner is not available to pick up bookings or any other activities. I think the followers will get visibility in this case and auto-routing the activity will help. 

    Hi Akhil!

    To be honest, we didn't really find a workaround. You could use Integromat or Zapier, which could maybe help you out with this. For our client, we will just do it semi-manually.

    When a client manager wants permission from some user, he/she will create an activity under the organisation which specific type, which will activate a automation, that will send an email template and a Slack message to the Org owner.

  • Akhil_Supermeet.ai
    Akhil_Supermeet.ai Posts: 57
    10 Comments Name Dropper Photogenic
    edited May 20 #4
    Akhil said:

    @Andre Vill Seems like I've got a similar requirement.

    Did you able to achieve this? 

    My use case is to assign a deal to another person if the account owner is not available to pick up bookings or any other activities. I think the followers will get visibility in this case and auto-routing the activity will help. 

    Hi Andre,

     

    Thanks for the update. Will try something similar!