Dan X Nguyen asked us, “hi Branning Group Support, in the workflows, I’m trying to tag an opportunity as “potential client” when it hits either of the first 2 stages of a pipeline. I can’t seem to figure out how to do either pipeline stage,…
trigger
27 Articles
Greg Crawford asked us, “Can you direct me to best way to zap when someone makes a direct purchase from my funnel? Agent CRM Sales Funnel => CRM=> External course software” ” You can trigger a funnel sale (from your Agent CRM account) on the…
Angel Ortiz Health Insurance asked us, “Can I get an instant sms and email notification when I get a new facebook lead form or someone fills out a form with out zapier? What’s the best way to set this up?” “Yes! Setup a workflow…
AVZ Benefit Solutions asked us, “i need some tech support: so under settings/email services/forward settings. I have my forwarding address field filled correctly and “forward to assigned user” on. However, I am not getting emails forwarded to my personal email inbox. Please help ” “A…
David Quiett asked us, “I tried replying to a follow up email but I have a question. I have set up a workflow for a text/email campaign. 1) Are the texts automatically set up for a “stop” request? 2) I thought I had paid to…
Harley Yoder asked us, “Need some guidance. When I book appointments on a desktop computer everything looks good, but if I use the mobile app, appointment times are set 4 hrs earlier then what I want it for.” “The appointment custom values will only work…
Phil Reames asked us, “I need to update the State field for a bunch of contacts. How do I do that? I can go into contacts and get a list of the people I need to update but I don’t see a way to do…
Walter Dublico Jr., “Hi Branning Group, may I ask how do I add a unsubscribe text here on the Email templates? I tried to add it thru trigger links but I only paste the link. can someone help me” “Make sure to highlight your “Unsubscribe”…