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Customer experience | Sales, Customer Insights,...
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Changing field value as trigger for sending a mail (customer journey or flow)

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Posted on by 45

Hey guys! 

My problem is: we want to start a customer journey or flow to start as soon as a certain field value in a contact form changes! it doesn't matter which value the field is getting filled with. Only the CHANGING should be the trigger for sending a mail (in customer journey or flow)

do you know how to achieve this? 

Thanks for your help!

Greetings 
Amelie

  • Newmember147 Profile Picture
    45 on at
    RE: Changing field value as trigger for sending a mail (customer journey or flow)

    Thanks a lot for your idea! Sounds like it could be exactly what i was Looking for!

    I'll test it and report afterwards!

  • cloflyMao Profile Picture
    25,208 on at
    RE: Changing field value as trigger for sending a mail (customer journey or flow)

    Hi Amelie,

    Could it work for you?

    Regards,

    Clofly

  • Verified answer
    cloflyMao Profile Picture
    25,208 on at
    RE: Changing field value as trigger for sending a mail (customer journey or flow)

    Hi Amelie,

    You could do it with flow, because customer journey could be only started manually and will only run one time.

    The flow looks like below:

    Action 1: Trigger:

    The scope of flow is organization level, and the flow will be triggered if description field of Contact entity gets changed.

    Action 2: Email sending

    The email will be sent to contacts' primary mailbox, we can add some custom CSS style by switching into HTML editing mode.

    2627.JPG

    6521.JPG

    Result:

    In contact form

    pastedimage1593055227277v1.png

    Delivered email

    pastedimage1593055267921v2.png

    Regards,

    Clofly

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