Workflow Automation for Sequence

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Victor Chambers

• February 27, 2020 15:59

Workflow automation to perform some action once a contact enters or exits a sequence.  For example, update a contact field or add a tag so that contacts who have exited can quickly and easily be filtered.

Also, the ability to enroll in another sequence if a contact exists a sequence without a response.

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  Team Salesmate

  • March 03, 2020 10:14

  Hello Victor,

  Have you seen the Sequence Tag management option? We already have lots of action steps to auto assign tags based on the progress of a sequence.

  You can check some more details over here: https://support.salesmate.io/hc/en-us/articles/360033759351-Managing-Tags

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