Update Prospect field based on Marketing campaign reply

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Posted on by Community Member

Hi,

I'm trying to update a Prospect record field if there is a reply from a specific Campaign Activity.

For now I have the following workflow:

Entity = Email

Conditions are: If "Regarding (campaign activity), subject is is *Name of the activity*" AND "Email: Status Reason is Received"

Action is: "Update Regarding (prospect)" and then there is the properties of the field I want to update on the prospect record

However, it seems the workflow doesn't work as is doesn't update the prospect record when the email answer is synced with Dynamics. We are using server-side sync. Also, the workflow is set to run in the background.

Do you guys have any idea on how I could solve this problem?

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TomSmelser 1,570 on at

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I assume this will run On Create ? Not sure that *Name of the activity* will work. Is it possible to change that to "contains" "Name of activity"? Just suggestion without knowing all the details.

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