How to Trigger a Workflow in your CRM
How: Trigger Workflows from Pulse360
From within Pulse360, you can trigger workflows in your CRM automatically. It is done similarly to task creation.
Add a Workflow when Creating a New Note
When adding a new note, press the “Trigger Workflow” tab and fill in the info. You can set the start date for your workflow based on its creation date or on the event date. By adding a negative number, you can have a workflow triggered before the event begins.
NOTE: Workflow categories are pulled directly from your CRM.
If you click the “Add to Library” button, the note will save to the Note Template Library with the workflow attached. Whenever this note is used in the future, the workflow will be automatically triggered in your CRM.
Add a Workflow to an Existing Note
Another method of adding a workflow to a specific contact is by hovering over the existing note in your workspace, pressing "Actions," and clicking "Attach a workflow." Repeat the steps above.
Add a Workflow to a Note Template
You can add a workflow to an existing note template in your Notes Library by clicking the edit icon on the right side of the note and selecting "Trigger Workflow."
NOTE: Editing these notes will not add the workflow to existing contacts with this note. Only future contacts this note is added to.
- In order to use the workflows, you must connect them to your CRM with Pulse360. Integration with Salesforce currently does not support this feature.
- Some options may vary depending on your CRM.
- Workflows will sync to your CRM in 3 min.
- How to Delete Workflow
How to Delete Workflow
How: Delete Workflow Delete a Workflow from a Note Template If you want to delete a workflow from a Note Template, edit the note in the Library by clicking on the red trash can icon next to the "Trigger Workflow." The workflow will no longer be ...
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What you can do: Create Tasks In Pulse360, you can attach tasks to your notes that will create tasks within your connected CRM. Check here how to connect CRM: How to Connect Your CRM To assign tasks to your team members, you need to configure ...
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