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Customer experience | Sales, Customer Insights,...
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Create flow for CRM contacts with a specific email domain - trigger email to "Contact Owners"

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Posted on by Microsoft Employee

Hi Team,

I hope you can help me with the following issue - we are currently trying to set up a new process, where all new contacts have to be double-checked in terms of email addresses etc.

The ideal flow would be:

1. Every contact, that hast a particular email address domain "@domain_example" will trigger an email to the contact OWNER saying "hey, please check the address and all other relevant details"

2. From within that email, the contact OWNER can access the contact card in CRM and adjust the necessary details

3. After saving the changes, an email to the updated CRM contact will be triggered (we also have the marketing add in, so probably adding to a segment will do it - but can this be automated as well?)

I hope you can help a lost soul out here :)

Thank you so much!

Simona

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