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Customer experience | Sales, Customer Insights,...
Suggested Answer

Flow that triggers when a Contact joins a specific Segment

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Posted on by 35

Hi all you genius people,

I need some help today:

How do I create a Power Automate Flow that triggers when a Contact joins a specific Segment?

I know there's a special n-to-n relationship between and that we can't use the SegmentMember field and I also found Amey Holden's guide on how to add Contacts to a Segment with a Flow, but I still can't seem to find the solution for my question.


Thanks in advance!


Best regards,

Emil

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  • Suggested answer
    Leah Ju Profile Picture
    Microsoft Employee on at

    Hi emildusi,

    Unfortunately, There are no triggers specific to this in flow yet.

    Perhaps you can achieve your goal indirectly through other customizations:

    1.Create one custom field in contact entity, which is used to mark whether the contact is added to the specific segment.

    2.Create one on-demand workflow in the contact entity, update the custom field, then save and active the workflow:

    pastedimage1669256657478v2.png

    pastedimage1669256664484v3.png

    3.Create one customer journey, set as following screenshot:

    ---select the specific segment and run the workflow you just created, save and go live the journey:

    pastedimage1669256919171v4.png

    4.Finally, you can use the custom field change as trigger in the flow and set filter to check it's value:

    https://learn.microsoft.com/en-us/power-automate/dataverse/create-update-delete-trigger 

  • Beetroot.v Profile Picture
    20 on at

    It's really too bad that this isn't possible. Hopefully something that can be added soon. It would be so incredibly helpful. 

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