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workflow marketing email

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#1 ecvaldas

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Posted 05 November 2013 - 10:01 AM

Hi, I am complete noob when workflow has to be set up.. 

 

A salesperson changes status of a lead to "Dead" and then lead automatically is subscribed to the marketing list called "Dead Leads List". 

 

Has anyone got an idea how we can automate this? 



#2 raysto

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Posted 05 November 2013 - 04:38 PM

I know this doesn't give you the step by step process, but this blog article describes what you are talking about: http://zurmo.org/fea...-a-killer-blend


Ray Stoeckicht
Zurmo Team
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#3 ecvaldas

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Posted 08 November 2013 - 09:28 AM

Hello again and thank you for your reply,

as far as I understand, what the article is talking about is:

creating a web form and workflow that is triggered when select box is selected on the web form. This is great!

 

However,

what I am trying to achieve is:

creating a lead and workflow that is triggered when status of the lead is changed.

The problem I have is finding the right way to find how to setup workflow so it adds lead's email address to the marketing list.

 

Has anyone done this before? 



#4 luizeduardo

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Posted 24 July 2014 - 04:06 PM

Would be great to have a section with great and "must have" workflows" and "reports" been shared.

 

A link that "auto build" work flows or even reports would help this sharing on the end users community.

 

Like Google Analytics Custom Dashboards sharing.



#5 ecvaldas

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Posted 24 July 2014 - 04:12 PM

Please close this topic as I no longer use Zurmo. Thanks







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