Workflows and Automations | Freshworks Community

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margin-left:15px; } /* Category Hero */ .qa-subForum-header .qa-page-title { font-size: 34px; } .qa-subForum-header .qa-subforum-description { font-weight: 400; } /* Navbar */ .main-navigation--wrapper{ background: #f7f7f7; } .main-navigation--wrapper .menu-create-topic { font-weight: 600; } /* Stats bar */ .widget-container--statistics_bar * { font-family: 'Sailec', Helvetica, sans-serif !important; font-weight: 400; font-size: 14px !important; color: #0b1320; /*changed from white to black*/ } .qa-stats-bar { background: #f7f7f7; } /* previous banner styling .qa-stats-bar { background: linear-gradient(0deg, rgba(0, 0, 0, 0.2), rgba(0, 0, 0, 0.2)), linear-gradient(90deg, #161830 0%, #161830 50.36%, #161830 100%); } */ ul.list.list--stats-bar.qa-stats-bar { background: transparent; } section.full-width.Template-brand-stats.custom-stats-bar { border: none; } .stats-bar .list strong { color: #0b1320; font-weight: bold; font-size: 15px; margin-right: 6px; } 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1100px) { .homepage-widget-container--index-4.widget-container--index-4 > div > div > section > div > div > div { background-position:left center; } } @media (max-width: 700px) { .homepage-widget-container--index-4.widget-container--index-4 > div > div > section > div > div > div { height: 35vh; /* default: 240px */ } .homepage-widget-container--index-4.widget-container--index-4 > div > div > section > div > div > div > div{ padding-top: 25%; } } @media (min-width: 764px) and (max-width: 1400px) { .homepage-widget-container--index-4.widget-container--index-4 > div > div > section > div > div > div > div{ padding-left: 12vw; } } /* Quicklins */ .quicklink__title { text-align: left; } .widget-container--quick_links .quicklink__box.quicklink-image .quicklink__hero { background-position: 0 50%; } .widget-container--quick_links .widget__heading { text-align: center; padding-bottom: 32px } /* Quick link font adjustments, font color still incorrect*/ .card-widget-text{ font-family: "National-Book", Arial; font-size: 16px; } /* CTA widget */ .Template-brand-cta { border-bottom: none; } .cta-widget.qa-cta-widget { background: #F7F7F7; } /* Spacing between custom widgets */ .custom-html-widget-wrapper { padding: 0; margin: 0; } /* Spacing between widgets */ .homepage-widget-wrapper, .widget-wrapper { margin-top: 40px; } .homepage-widget-wrapper, .widget-wrapper { /* margin-bottom: 56px; */ } /* Custom widgets title setting */ .custom-widget-header * { text-align: center; } .custom-widget-title { font-family: 'Sailec-Medium', Helvetica, sans-serif !important; font-weight: 500; font-size: 40px; } .custom-widget-subtitle { font-family: 'Sailec', Helvetica, sans-serif !important; font-weight: 400; margin-top: 16px; margin-bottom: 0; font-size: 16px; max-width: 560px; margin: auto; margin-top: 8px; } @media (max-width: 767px) { .custom-widget-title, .custom-widget-subtitle { padding: 0 16px; } } @media (max-width: 420px) { .custom-widget-title { font-size: 24px; } .custom-widget-subtitle { font-size: 14px; } } /* Community cards */ .widget-container--community_category .community-category__card .community-category__card-metadata li { font-size: 16px; display: flex; align-items: center; } .community-category-container .community-category-list .community-category__card-small-card .card_image { margin-right: 12px; } /* Leaderboard */ .widget-container--leaderboard_points .leaderboard-link-text .btn--show-more { text-transform: capitalize; } /* Events Calendar widget */ .homepage-widget-container--event_calendar { background: linear-gradient(180deg, #ECF0FB 0%, #F7F7F7 100%); } .widget-container--event_calendar .btn--show-more svg { display: none; } .widget-container--event_calendar .event-calendar-wrapper a { margin-bottom: 24px; } .widget-container--event_calendar .box__pad { padding-bottom: 40px; } /* Groups */ .homepage-widget-container--groups .group-overview-item__bottom { font-size: 16px; } /* Quicklinks */ .quicklink__title 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flex-direction: column; } .widget-container--container-2-1-column_1 .widget-container--quick_links .quicklink__box, .widget-container--container-2-1-column_1 .widget-container--quick_links .quicklink__box a { width: 100%; } } .widget-container--container-2-1-column_1 .widget-container--quick_links .widget__heading { font-size: 24px; text-align: left; padding-bottom: 0; } .widget-container--container-2-1-column_1 .widget-container--quick_links .quicklink__box.is-hidden-mobile-up { display: flex !important; } .widget-container--container-2-1-column_1 .widget-container--quick_links .quicklink__box.is-hidden-mobile-up .quicklink__url { width: 100%; } .widget-container--container-2-1-column_1 .widget-container--quick_links .content--centered.is-hidden-mobile-only { display: none !important; } /* Featured Topics */ .homepage-widget-container--featured_topics { background: #f7f7f7; } .homepage-widget-container--featured_topics .featured-topics { padding-top: 56px; margin-top: 0 } .homepage-widget-container--featured_topics .featured-topics .featured-topic__title .featured-topic__heading { font-size: 16px; } .homepage-widget-container--featured_topics .featured-topics .featured-topics__heading { font-family: 'Sailec-Medium', Helvetica, sans-serif !important; font-size: 40px; font-weight: 500; margin-bottom: 40px; } @media (max-width: 420px) { .homepage-widget-container--featured_topics .featured-topics .featured-topics__heading { font-size: 24px; } } li.featured-topic.quicklink__box.has-border.card-widget-wrapper { text-align: left; } .featured-topics .featured-topic.featured-topic--half-width { min-width: 250px !important; } .featured-topics{ padding-bottom: 48px; } /*to move search bar -subtext*/ .homepage-hero-subtitle { margin-top: 80px; } .homepage-hero-subtitle { visibility: hidden; } .mfp-img{ max-height: none !important; } /* adjust padding for SSO modal */ .mfp-wrap .mfp-inline-holder .mfp-content>* { padding: 10px !important; } /* containt background 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title="Chatbot and AI" topicsCount="37" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name">Chatbot and AI</span><span class="text--meta">37</span></a></div></li><li class="main-menu-list__item main-menu-list__item--no-hover" id="downshift-10213-item-38" role="option"><div><a id="mega-menu-category-11364" track="[object Object]" href="https://community.freshworks.com/messaging-channels-11364" title="Messaging Channels" topicsCount="23" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name">Messaging Channels</span><span class="text--meta">23</span></a></div></li><li class="main-menu-list__item main-menu-list__item--no-hover" id="downshift-10213-item-39" role="option"><div><a id="mega-menu-category-11365" track="[object Object]" href="https://community.freshworks.com/routing-and-workflows-11365" title="Routing and Workflows" topicsCount="3" class="link--text main-menu-link main-menu-link--category"><span 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topicsCount="1" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name">Apps and Marketplace Integrations</span><span class="text--meta">1</span></a></div></li><li class="main-menu-list__item main-menu-list__item--no-hover" id="downshift-10213-item-47" role="option"><div><a id="mega-menu-category-11367" track="[object Object]" href="https://community.freshworks.com/call-routing-11367" title="Call Routing" topicsCount="2" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name">Call Routing</span><span class="text--meta">2</span></a></div></li><li class="main-menu-list__item main-menu-list__item--no-hover" id="downshift-10213-item-48" role="option"><div><a id="mega-menu-category-11368" track="[object Object]" href="https://community.freshworks.com/phone-number-management-11368" title="Phone Number Management" topicsCount="0" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name">Phone Number Management</span><span class="text--meta">0</span></a></div></li><li class="main-menu-list__item main-menu-list__item--no-hover" id="downshift-10213-item-49" role="option"><div><a id="mega-menu-category-11369" track="[object Object]" href="https://community.freshworks.com/bring-your-own-provider-carrier-11369" title="Bring Your Own Provider/Carrier" topicsCount="0" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name">Bring Your Own Provider/Carrier</span><span class="text--meta">0</span></a></div></li><li class="main-menu-list__item main-menu-list__item--no-hover" id="downshift-10213-item-50" role="option"><div><a id="mega-menu-category-11370" track="[object Object]" href="https://community.freshworks.com/managing-ivrs-and-call-flows-11370" title="Managing IVRs and Call Flows" topicsCount="8" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name">Managing IVRs and Call Flows</span><span class="text--meta">8</span></a></div></li><li class="main-menu-list__item main-menu-list__item--no-hover" id="downshift-10213-item-51" role="option"><div><a id="mega-menu-category-11426" track="[object Object]" href="https://community.freshworks.com/using-freshdesk-omni-11426" title="Using Freshdesk Omni" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name"><strong>Using Freshdesk Omni</strong></span><span class="text--meta"></span></a></div></li><li class="main-menu-list__item main-menu-list__item--no-hover" id="downshift-10213-item-52" role="option"><div><a id="mega-menu-category-11427" track="[object Object]" href="https://community.freshworks.com/getting-started-11427" title="Getting Started" topicsCount="4" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name">Getting Started</span><span class="text--meta">4</span></a></div></li><li class="main-menu-list__item 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title="Getting Started" topicsCount="4" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name">Getting Started</span><span class="text--meta">4</span></a></div></li><li class="main-menu-list__item main-menu-list__item--no-hover" id="downshift-10213-item-58" role="option"><div><a id="mega-menu-category-11340" track="[object Object]" href="https://community.freshworks.com/how-do-i-11340" title="How do I....?" topicsCount="11" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name">How do I....?</span><span class="text--meta">11</span></a></div></li><li class="main-menu-list__item main-menu-list__item--no-hover" id="downshift-10213-item-59" role="option"><div><a id="mega-menu-category-11347" track="[object Object]" href="https://community.freshworks.com/analytics-11347" title="Analytics" topicsCount="4" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name">Analytics</span><span class="text--meta">4</span></a></div></li><li class="main-menu-list__item main-menu-list__item--no-hover" id="downshift-10213-item-60" role="option"><div><a id="mega-menu-category-11354" track="[object Object]" href="https://community.freshworks.com/apps-and-marketplace-integrations-11354" title="Apps and Marketplace Integrations" topicsCount="9" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name">Apps and Marketplace Integrations</span><span class="text--meta">9</span></a></div></li><li class="main-menu-list__item main-menu-list__item--no-hover" id="downshift-10213-item-61" role="option"><div><a id="mega-menu-category-11388" track="[object Object]" href="https://community.freshworks.com/sales-sequences-11388" title="Sales Sequences" topicsCount="8" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name">Sales Sequences</span><span class="text--meta">8</span></a></div></li><li class="main-menu-list__item main-menu-list__item--no-hover" id="downshift-10213-item-62" role="option"><div><a id="mega-menu-category-11389" track="[object Object]" href="https://community.freshworks.com/workflows-and-automations-11389" title="Workflows and Automations" topicsCount="31" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name">Workflows and Automations</span><span class="text--meta">31</span></a></div></li><li class="main-menu-list__item main-menu-list__item--no-hover" id="downshift-10213-item-63" role="option"><div><a id="mega-menu-category-11390" track="[object Object]" href="https://community.freshworks.com/user-management-11390" title="User Management" topicsCount="4" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name">User Management</span><span class="text--meta">4</span></a></div></li><li class="main-menu-list__item main-menu-list__item--no-hover" id="downshift-10213-item-64" role="option"><div><a id="mega-menu-category-11391" track="[object Object]" href="https://community.freshworks.com/deals-and-pipeline-management-11391" title="Deals and Pipeline Management" topicsCount="7" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name">Deals and Pipeline Management</span><span class="text--meta">7</span></a></div></li><li class="main-menu-list__item main-menu-list__item--no-hover" id="downshift-10213-item-65" role="option"><div><a id="mega-menu-category-11414" track="[object Object]" href="https://community.freshworks.com/contacts-and-account-management-11414" title="Contacts and Account Management" topicsCount="8" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name">Contacts and Account Management</span><span class="text--meta">8</span></a></div></li><li class="main-menu-list__item main-menu-list__item--no-hover" 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topicsCount="0" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name">Getting Started</span><span class="text--meta">0</span></a></div></li><li class="main-menu-list__item main-menu-list__item--no-hover" id="downshift-10213-item-71" role="option"><div><a id="mega-menu-category-11339" track="[object Object]" href="https://community.freshworks.com/how-do-i-11339" title="How do I....?" topicsCount="3" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name">How do I....?</span><span class="text--meta">3</span></a></div></li><li class="main-menu-list__item main-menu-list__item--no-hover" id="downshift-10213-item-72" role="option"><div><a id="mega-menu-category-11346" track="[object Object]" href="https://community.freshworks.com/analytics-11346" title="Analytics" topicsCount="0" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name">Analytics</span><span 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We are committed to keeping our content up-to-date. As new requirements emerge, we will continue to expand our list of use cases. These use cases have been organised into categories to make finding what you need easier and exploring relevant topics.<\/span><\/p><p><span style=\"color:#000000;\">By becoming an active member of our community, you\u2019ll have the opportunity to explore diverse workflow scenarios and take a leading role in advancing automation practices.<\/span><\/p><p>\u00a0<\/p><section class=\"callout callout-blue\"><div><div><div><h2><strong><span style=\"color:#000000;\">Contacts<\/span><\/strong><\/h2><ol><li><span style=\"color:#000000;\"><strong>Use case<\/strong>: To ensure sales owners reach out to the prospects within 3 days of contact creation<br \/><strong>Description<\/strong>:\u00a0If the created at is 3 days and the last contacted time is empty then a workflow needs to be triggered sending a follow-up email to the sales owner<\/span>.<br \/><br \/><span style=\"color:#000000;\"><strong>Workflow Configuration<\/strong>:<\/span><br \/><br \/><span style=\"color:#000000;\"><img alt=\"AD_4nXeTW7mq45bEa7UT9DzvGpbLPile31DpzZ5NYNSjBoxVfaUiFy8gOEKMAqQDQ4ETIQSDnvove7vj_HBj31DTzmOcmDGRCz9EpFXneSRBMgmdfZWnF6iFFIluhPAKQs2xVE4JnIj0l_Yx0qK9qKtngWphHbg?key=CpbYmBAuuAHLjruL6IsxXA\" src=\"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXeTW7mq45bEa7UT9DzvGpbLPile31DpzZ5NYNSjBoxVfaUiFy8gOEKMAqQDQ4ETIQSDnvove7vj_HBj31DTzmOcmDGRCz9EpFXneSRBMgmdfZWnF6iFFIluhPAKQs2xVE4JnIj0l_Yx0qK9qKtngWphHbg?key=CpbYmBAuuAHLjruL6IsxXA\" width=\"624\" \/><\/span><br \/>\t\u00a0<\/li>\t<li><span style=\"color:#000000;\"><strong>Use case<\/strong>: To celebtrate 1 year anniversary of being a valuable customer<br \/><strong>Description<\/strong>: If we have stored the date when a prospect became a customer, using the Everyday workflow after 365 days, we can send an anniversary email to the customer.<\/span><br \/><br \/><span style=\"color:#000000;\"><strong>Workflow Configuration<\/strong>:<\/span><br \/><br \/><span style=\"color:#000000;\"><img alt=\"AD_4nXcsIhflGPQ-7xjOQjoqXsPifLAjJr4dNx06iGz5QsDp0mahrLtpMaDltibIMd2R1aiQGlfUnwJ-qWmCezveiinWAhwveRhS_tZ-V2Gs7Df2bisSdy8JEaQlRTg1Nx2cYzLR2m-K8vk0386r-PsC6kuYTA1Y?key=CpbYmBAuuAHLjruL6IsxXA\" src=\"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXcsIhflGPQ-7xjOQjoqXsPifLAjJr4dNx06iGz5QsDp0mahrLtpMaDltibIMd2R1aiQGlfUnwJ-qWmCezveiinWAhwveRhS_tZ-V2Gs7Df2bisSdy8JEaQlRTg1Nx2cYzLR2m-K8vk0386r-PsC6kuYTA1Y?key=CpbYmBAuuAHLjruL6IsxXA\" width=\"624\" \/><\/span><br \/>\t\u00a0<\/li>\t<li><span style=\"color:#000000;\"><strong>Use case<\/strong>: Renewal reminder<br \/><strong>Description<\/strong>:\u00a0If a contact\u2019s subscription date is in 3 days, then a reminder email should be sent to the customer.<\/span><br \/><br \/><span style=\"color:#000000;\"><strong>Workflow Configuration<\/strong>:<\/span><br \/><br \/><span style=\"color:#000000;\"><img alt=\"AD_4nXc1Vfr4nzhdmDUDraER3bJBr6X6AReJJEIfCW52gbrADpMDqRRhM-0rxuo_p4gwqkUCRDpENsd4Gl50yi39XdkFkdOTxb5AdsEmHTElF42t7DunQbn9vnMYD2SDgAyVgRX-gqcn3e8T3l9Ov8AV4nx-Yfmk?key=CpbYmBAuuAHLjruL6IsxXA\" src=\"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXc1Vfr4nzhdmDUDraER3bJBr6X6AReJJEIfCW52gbrADpMDqRRhM-0rxuo_p4gwqkUCRDpENsd4Gl50yi39XdkFkdOTxb5AdsEmHTElF42t7DunQbn9vnMYD2SDgAyVgRX-gqcn3e8T3l9Ov8AV4nx-Yfmk?key=CpbYmBAuuAHLjruL6IsxXA\" width=\"624\" \/><\/span><\/li><\/ol><\/div><\/div><\/div><\/section><h2>\u00a0<\/h2><section class=\"callout callout-green\"><div><div><div><h2><strong>Deals<\/strong><\/h2><ol><li><span style=\"color:#000000;\"><strong>Use Case<\/strong>: To track recurring deal revenue<br \/><strong>Description<\/strong>: If the deal closed date is 30 days ago, a new deal needs to be created, and the revenue date should be next month. Whenever the revenue date is exactly 0 days, the recurring deal will be created.<br \/><br \/><strong>Workflow Configuration<\/strong>:<\/span><br \/><em><strong>Workflow 1<\/strong><\/em>:<br \/><br \/><span style=\"color:#000000;\"><img alt=\"AD_4nXdyc2l_pWQayUkXmowgHfDxYLWfTFYESd4-FlfngYevfR5o0Td8GKrlZ8btVrfmexErmuzIIPvRqbcZVz-6dOZPDl0c3yYv8gfHu4G-YApa6VPlFdevkJ1V1FdL8VVyv72vEbEhRv4rmydigzWI6p7FgeXi?key=CpbYmBAuuAHLjruL6IsxXA\" src=\"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXdyc2l_pWQayUkXmowgHfDxYLWfTFYESd4-FlfngYevfR5o0Td8GKrlZ8btVrfmexErmuzIIPvRqbcZVz-6dOZPDl0c3yYv8gfHu4G-YApa6VPlFdevkJ1V1FdL8VVyv72vEbEhRv4rmydigzWI6p7FgeXi?key=CpbYmBAuuAHLjruL6IsxXA\" width=\"624\" \/><\/span><br \/><br \/><span style=\"color:#000000;\"><img alt=\"AD_4nXeOJF18kLi8tkkTFMWPHfB1ceere0ByqKZBzPf4gCLtC4vWP9PJYePYC7suiK5d_4UyM5OxVfNkqhyIC1aJeCN66Ph3avt4ZXiZDTGX9_VOHw-K5cs_icfAzdm1qLFqYTwVLhnlZzUWG6MM4ZX1UuqJ4PJC?key=CpbYmBAuuAHLjruL6IsxXA\" src=\"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXeOJF18kLi8tkkTFMWPHfB1ceere0ByqKZBzPf4gCLtC4vWP9PJYePYC7suiK5d_4UyM5OxVfNkqhyIC1aJeCN66Ph3avt4ZXiZDTGX9_VOHw-K5cs_icfAzdm1qLFqYTwVLhnlZzUWG6MM4ZX1UuqJ4PJC?key=CpbYmBAuuAHLjruL6IsxXA\" width=\"381\" \/><\/span><br \/><br \/><em><strong>Workflow 2<\/strong><\/em>:\u00a0<br \/><br \/><span style=\"color:#000000;\"><img alt=\"AD_4nXc8f4W_Saeft5BeOhZ-SPzRlktkYQ4ED4hJgwkorT7vY61-q7dsWiEukG4Ocz2WVr9MpBlLIj8xZT9oGmyTtduFpgjcbJZoAdDyox0LDfjfXsK1KHU5qyz9QuBuu-cMRySmc-7FK3S7egrV6MdbVDUkqF9X?key=CpbYmBAuuAHLjruL6IsxXA\" src=\"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXc8f4W_Saeft5BeOhZ-SPzRlktkYQ4ED4hJgwkorT7vY61-q7dsWiEukG4Ocz2WVr9MpBlLIj8xZT9oGmyTtduFpgjcbJZoAdDyox0LDfjfXsK1KHU5qyz9QuBuu-cMRySmc-7FK3S7egrV6MdbVDUkqF9X?key=CpbYmBAuuAHLjruL6IsxXA\" width=\"624\" \/><\/span><br \/><br \/><span style=\"color:#000000;\"><img alt=\"AD_4nXfq77C5y99q-R1MFjlonAsCZAejqxaL2HBirKqCiwLCUHHf0AVkDOc4kC_Uq18B30UFvReVc9nzFYWAjZo7dPY4LGr1BZunQ0c8NtgFAVp6OkTumsJiCmBLvj2UitLg5aJ_Z5Lms36b3HRVtiO9LLDN7f4?key=CpbYmBAuuAHLjruL6IsxXA\" src=\"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXfq77C5y99q-R1MFjlonAsCZAejqxaL2HBirKqCiwLCUHHf0AVkDOc4kC_Uq18B30UFvReVc9nzFYWAjZo7dPY4LGr1BZunQ0c8NtgFAVp6OkTumsJiCmBLvj2UitLg5aJ_Z5Lms36b3HRVtiO9LLDN7f4?key=CpbYmBAuuAHLjruL6IsxXA\" width=\"375\" \/><\/span><br \/>\t\u00a0<\/li>\t<li><span style=\"color:#000000;\"><strong>Use Case<\/strong>: Payment follow-up with the customer<br \/><strong>Description<\/strong>:\u00a0If the deal stage is moved to negotiation and the deal stage updated is more than 3 days, then a follow-up email should be sent to the related contact.<br \/><br \/><strong>Workflow Configuration<\/strong>:<br \/><br \/><img alt=\"AD_4nXeLn1sa7orLMu-tCWTCBV4_C0_lFmk4DpgpOiw6xCLpQqmEc1FS8u-h1i2vEEQ3i8vLzYsaLKkSe8S5eiolZFwB4lFfYbyy1LtwdZM-flWDGK19iQxWRmfU2lOFlqwN7OYjsb0qol2Cj7NW0JLx1iUK0nRE?key=CpbYmBAuuAHLjruL6IsxXA\" src=\"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXeLn1sa7orLMu-tCWTCBV4_C0_lFmk4DpgpOiw6xCLpQqmEc1FS8u-h1i2vEEQ3i8vLzYsaLKkSe8S5eiolZFwB4lFfYbyy1LtwdZM-flWDGK19iQxWRmfU2lOFlqwN7OYjsb0qol2Cj7NW0JLx1iUK0nRE?key=CpbYmBAuuAHLjruL6IsxXA\" width=\"624\" \/><\/span><br \/>\t\u00a0<\/li>\t<li><span style=\"color:#000000;\"><strong>Use Case<\/strong>: Review Lost Deal<br \/><strong>Description<\/strong>:\u00a0If a deal is marked as lost, then an email needs to be sent to the sales owner and the manager to review the lost deal<br \/><br \/><strong>Workflow Configuration<\/strong>:<br \/><br \/><img alt=\"AD_4nXdlN8oJgmC_DMJY-6uNyu-R1C30Q3QvzezA8FsvcCrffKHvFERTYdwMBZRRqv8nouCmctiQVOVNHkWQIgcxih30NvuEwREOHGn_hCm_Tus2EiED3z16CMLrnobM0xHvjEkZEdK20eMHnpb88w5VK_P0PoBU?key=CpbYmBAuuAHLjruL6IsxXA\" src=\"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXdlN8oJgmC_DMJY-6uNyu-R1C30Q3QvzezA8FsvcCrffKHvFERTYdwMBZRRqv8nouCmctiQVOVNHkWQIgcxih30NvuEwREOHGn_hCm_Tus2EiED3z16CMLrnobM0xHvjEkZEdK20eMHnpb88w5VK_P0PoBU?key=CpbYmBAuuAHLjruL6IsxXA\" width=\"624\" \/><br \/><br \/><strong>Template Sample<\/strong>:<br \/><br \/><img alt=\"AD_4nXcTJR_mYepkDzX-kjChicQxjiLnV1mIz_6ZBKgvESjujxftfOWxyKxgxBJ8cG4TDB3_4JpkSUXxXmDwvPwT-IRyPl4m2sAN0gAOcnU9R-lmWkR4AeJJExwnhmzLeo_VKAmu_dKeVWvDDeedQlDc7RzIuuk?key=CpbYmBAuuAHLjruL6IsxXA\" src=\"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXcTJR_mYepkDzX-kjChicQxjiLnV1mIz_6ZBKgvESjujxftfOWxyKxgxBJ8cG4TDB3_4JpkSUXxXmDwvPwT-IRyPl4m2sAN0gAOcnU9R-lmWkR4AeJJExwnhmzLeo_VKAmu_dKeVWvDDeedQlDc7RzIuuk?key=CpbYmBAuuAHLjruL6IsxXA\" width=\"626\" \/><br \/><br \/><strong>Sample Lost Review email received<\/strong>:<br \/><br \/><img alt=\"AD_4nXddzoWJaLgvDPAGnp86V6LQtaf65GCy5aOTta2xyGBi3-FN9_DpC1XCpvz9Xy587QxeySwizZxJ7RpcPqterhfywJuWfvperyZ6KDzMnsq0qbAmS2WJAsUGTElMWPtm4D099WnQMgRujwT-SYYo4EHLQjmx?key=CpbYmBAuuAHLjruL6IsxXA\" src=\"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXddzoWJaLgvDPAGnp86V6LQtaf65GCy5aOTta2xyGBi3-FN9_DpC1XCpvz9Xy587QxeySwizZxJ7RpcPqterhfywJuWfvperyZ6KDzMnsq0qbAmS2WJAsUGTElMWPtm4D099WnQMgRujwT-SYYo4EHLQjmx?key=CpbYmBAuuAHLjruL6IsxXA\" width=\"624\" \/><\/span>\u200b\u200b\u200b\u200b\u200b\u200b<\/li><\/ol><\/div><\/div><\/div><\/section><p>\u00a0<\/p><section class=\"callout callout-yellow\"><div><div><div><h2><strong><span style=\"color:#000000;\">Webhook<\/span><\/strong><\/h2><ol><li><span style=\"color:#000000;\"><strong>Use case<\/strong>: Creating a ticket for product implementation<\/span><br \/><span style=\"color:#000000;\"><strong>Description<\/strong>: If a deal is moved to the implementation stage, a ticket needs to be created in the Freshdesk so that an agent can help them onboard the product.<br \/><br \/><strong>Workflow Configuration<\/strong><br \/><br \/><img alt=\"AD_4nXd7JuSQRK0ZdIYxFCIxaZTL88s1a0tj2yPJZawcYFntJRORz-TYBy0oWC-q9fFlDUhujNh1OnVSEvTLlQ7VsSiVUgNIUwlQtrQqUuqg0HyhkgBzwqvlHAEDplQT1G2eqEael45hjs61fa6RULZLbNUEExut?key=CpbYmBAuuAHLjruL6IsxXA\" src=\"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXd7JuSQRK0ZdIYxFCIxaZTL88s1a0tj2yPJZawcYFntJRORz-TYBy0oWC-q9fFlDUhujNh1OnVSEvTLlQ7VsSiVUgNIUwlQtrQqUuqg0HyhkgBzwqvlHAEDplQT1G2eqEael45hjs61fa6RULZLbNUEExut?key=CpbYmBAuuAHLjruL6IsxXA\" width=\"624\" \/><br \/><br \/><strong>Webhook configuration<\/strong><br \/><br \/><img alt=\"AD_4nXfGquOsyhR3Y3mW40uHt0P6iSODp7-cCj7mi9H8fWL88vcs_UwOFEHER-Zbf8Q4oDZrhBKHHnIyYS3g5ls1wK0cvIbad16ft8j-A7rU4ifTLilmR25mfqTrsowHHzjhut1imRurfZmoPPxtMi3Xnoo5EAsA?key=CpbYmBAuuAHLjruL6IsxXA\" src=\"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXfGquOsyhR3Y3mW40uHt0P6iSODp7-cCj7mi9H8fWL88vcs_UwOFEHER-Zbf8Q4oDZrhBKHHnIyYS3g5ls1wK0cvIbad16ft8j-A7rU4ifTLilmR25mfqTrsowHHzjhut1imRurfZmoPPxtMi3Xnoo5EAsA?key=CpbYmBAuuAHLjruL6IsxXA\" width=\"402\" \/><\/span><br \/>\t\u00a0<\/li>\t<li><span style=\"color:#000000;\"><strong>Use case<\/strong>: To Forget records in bulk, using a single trigger.<\/span><br \/><span style=\"color:#000000;\"><strong>Description<\/strong>: We can create a custom checkbox field. We can bulk-select the records and update the checkbox field as Yes. Based on the condition, the workflow will trigger.<\/span><br \/><br \/><span style=\"color:#000000;\"><img alt=\"AD_4nXfwpc63O6qcLT39aPdoZGZ2UEpXpTTAZw5-54yaPCN6nIqNQKpeZceElA3H_KIX9phByUVg-oOpptNtNunK1pc_ccgISivGla4XKaM4edBYMsemxDjLKPPNdpxqd42lZoILs9YUJl9WfKLZ_QO7M5UCdO4x?key=CpbYmBAuuAHLjruL6IsxXA\" src=\"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXfwpc63O6qcLT39aPdoZGZ2UEpXpTTAZw5-54yaPCN6nIqNQKpeZceElA3H_KIX9phByUVg-oOpptNtNunK1pc_ccgISivGla4XKaM4edBYMsemxDjLKPPNdpxqd42lZoILs9YUJl9WfKLZ_QO7M5UCdO4x?key=CpbYmBAuuAHLjruL6IsxXA\" width=\"383\" \/><\/span><br \/><br \/><span style=\"color:#000000;\"><strong>Workflow Configuration<br \/>\t\u200b\u200b\u200b\u200b\u200b\u200b<\/strong><\/span><br \/><span style=\"color:#000000;\"><img alt=\"AD_4nXcANEDHDPRWnXlEnF6xupvkeZogXTqQVf8eT_GWngq2ZrnVrpA5TSf-CNfKJzhDs5_kVgRhALTeo4vvje0WU3_5kHuTm_OQXlhVIdkWEkiabpwonVIOaD_65M2nLOrKkP2jXTrUrk8O8F9LLDL9riRe2WcO?key=CpbYmBAuuAHLjruL6IsxXA\" src=\"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXcANEDHDPRWnXlEnF6xupvkeZogXTqQVf8eT_GWngq2ZrnVrpA5TSf-CNfKJzhDs5_kVgRhALTeo4vvje0WU3_5kHuTm_OQXlhVIdkWEkiabpwonVIOaD_65M2nLOrKkP2jXTrUrk8O8F9LLDL9riRe2WcO?key=CpbYmBAuuAHLjruL6IsxXA\" width=\"624\" \/><\/span><br \/><br \/><span style=\"color:#000000;\"><strong>Webhook configuration<\/strong><\/span><br \/><br \/><span style=\"color:#000000;\"><img alt=\"AD_4nXe-kcZ8NO3KMJgSKo8Ityx6DfTfunaBt0KuhclGP9fOFTn-E3XVWIiS2zKNZR4VqVta1NYDWU1Jo1-OvlFxUeyb4rpnU7boKt4W_zPY4pXDqsAHqENeE6lN9YnPe2I8yRN2HaA5IAui7nKpqKROptiDV_E?key=CpbYmBAuuAHLjruL6IsxXA\" src=\"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXe-kcZ8NO3KMJgSKo8Ityx6DfTfunaBt0KuhclGP9fOFTn-E3XVWIiS2zKNZR4VqVta1NYDWU1Jo1-OvlFxUeyb4rpnU7boKt4W_zPY4pXDqsAHqENeE6lN9YnPe2I8yRN2HaA5IAui7nKpqKROptiDV_E?key=CpbYmBAuuAHLjruL6IsxXA\" width=\"527\" \/><\/span><br \/>\t\u00a0<\/li>\t<li><span style=\"color:#000000;\"><strong>Use case<\/strong>: To add country code in the mobile number field<\/span><br \/><span style=\"color:#000000;\"><strong>Description<\/strong>: If the business operates locally and the contact's mobile number field is populated, we can automatically append the country code using webhooks<br \/><br \/><strong>Workflow Configuration<\/strong><br \/><br \/><img alt=\"AD_4nXdQ9xetmYdVFfyA-w1QXfnnKeFvh0FgydwLXeA60wS9Dw4itGANZfxCMrW_JZdVU_g_APVoPg6fu3q3BSFnoz_R54k_u-wpd6Od4wsh4tUtT7PSuln8MHJZO-nzB4RJBYpp34-H8JD2fD2Kk_HR9ayEa_Tj?key=CpbYmBAuuAHLjruL6IsxXA\" src=\"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXdQ9xetmYdVFfyA-w1QXfnnKeFvh0FgydwLXeA60wS9Dw4itGANZfxCMrW_JZdVU_g_APVoPg6fu3q3BSFnoz_R54k_u-wpd6Od4wsh4tUtT7PSuln8MHJZO-nzB4RJBYpp34-H8JD2fD2Kk_HR9ayEa_Tj?key=CpbYmBAuuAHLjruL6IsxXA\" width=\"624\" \/><br \/><br \/><strong>Webhook configuration<\/strong><br \/><br \/><img alt=\"AD_4nXdOZun--FjUmTWNmUGXTuNPNij2uCkK7mQjuaaLHhOm7eenzP5XjAdYDwiq_DN5AzOQoRJ93TAz7kngKIj2eCzdcHW-diDnCNL9Ole976U2XGSjrHn-uEpJTASl5Mf_5giyhOE9Y20KPV_dJJI9UjxWdpM?key=CpbYmBAuuAHLjruL6IsxXA\" src=\"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXdOZun--FjUmTWNmUGXTuNPNij2uCkK7mQjuaaLHhOm7eenzP5XjAdYDwiq_DN5AzOQoRJ93TAz7kngKIj2eCzdcHW-diDnCNL9Ole976U2XGSjrHn-uEpJTASl5Mf_5giyhOE9Y20KPV_dJJI9UjxWdpM?key=CpbYmBAuuAHLjruL6IsxXA\" width=\"624\" \/><\/span><\/li><\/ol><\/div><\/div><\/div><\/section>","categoryName":"Workflows and 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0H0V18L7 15L14 18V0Z"></path></svg><div class="topic-view_header"><div class="topic-view_header-item"><div class="avatar avatar" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/pradipta-chandra-16665" rel="noreferrer"><img role="img" src="https://uploads-us-west-2.insided.com/freshworks-en/icon/200x200/5e489dd7-a096-44d6-9de5-c6adfd809705.png" class="lazy" data-src="https://uploads-us-west-2.insided.com/freshworks-en/icon/200x200/5e489dd7-a096-44d6-9de5-c6adfd809705.png" style="width: 100%;" title alt="pradipta.chandra" /><div class="profilelabel qa-profile-label"><img src="https://uploads-us-west-2.insided.com/freshworks-en/attachment/01224d04-fc75-4c7d-bbf1-c7cb6591a3b4_thumb.png" alt="Community Manager" title="Community Manager" /></div></a></div></div></div><div class="topic-view_header-items-gathered"><div class="topic-view_header-item"><span><a class="qa-username link--user username hover-underline" style="color: ;" href="/members/pradipta-chandra-16665">pradipta.chandra</a></span><span class="user-title text--meta">Community Manager</span></div><a href="https://community.freshworks.com/workflows-and-automations-11389" data-track-type="click" data-element-name="Search result topic header link" class="topic-view_header-item text--meta"><div class="topic-view_header-item text--meta"><span>published in</span> <span class="topic-view_header-item_category-link">Workflows and Automations</span></div></a></div></div><div class="topic-view_info"><div role="img" aria-label class="lazy thread-list-block__featured-image-link" data-src="https://uploads-us-west-2.insided.com/freshworks-en/attachment/width/480/27824610-4c99-4f40-be09-4f3579c10e3a_thumb.png" style="background-image: https://uploads-us-west-2.insided.com/freshworks-en/attachment/width/480/27824610-4c99-4f40-be09-4f3579c10e3a_thumb.png"> </div><div class="topic-view_body-container"><div class="topic-view_body" role="button" tabIndex="0"><div class="thread-list-block__title"><a href="https://community.freshworks.com/workflows-and-automations-11389/freshsales-workflow-use-cases-39367" data-track-type="click" data-element-name="Search result topic title link" class="qa-topic-title thread-list-block__title-link">Freshsales Workflow Use Cases</a></div><div class="thread-list-block__article-wrapper"><div class="thread-list-block__article-excerpt"><p class="thread-list-block__content thread-list-block__content--article qa-topic-content"><a href="https://community.freshworks.com/workflows-and-automations-11389/freshsales-workflow-use-cases-39367">Hello Everyone!Welcome to our community! Join us today to start your journey in mastering workflows and driving innovation in automation! We're excited to share a curated list of commonly requested workflow use cases that reflect current and historical requests. We are committed to keeping our content up-to-date. As new requirements emerge, we will continue to expand our list of use cases. These use cases have been organised into categories to make finding what you need easier and exploring relevant topics.By becoming an active member of our community, you’ll have the opportunity to explore diverse workflow scenarios and take a leading role in advancing automation practices. ContactsUse case: To ensure sales owners reach out to the prospects within 3 days of contact creationDescription: If the created at is 3 days and the last contacted time is empty then a workflow needs to be triggered sending a follow-up email to the sales owner.Workflow Configuration: Use case: To celebtrate 1 y</a></p></div></div></div><div class="topic-view_footer "><div><button class="thread-meta-item thread-meta-item--hover-highlight thread-meta-item--likes qa-topic-meta-likes-icon" type="button"><span class="topic__likes-count"><i class="thread-meta-item__icon icon--auto-width icon--thumb-up"></i><span class="js-vote-count qa-topic-meta-likes-content test thread-meta-item__text">12</span></span></button></div><span class="thread-meta-item thread-meta-item--hover-highlight is-hidden-S"><a class="qa-topic-meta-views" data-track-type="click" data-element-name="Search result topic meta link" href="https://community.freshworks.com/workflows-and-automations-11389/freshsales-workflow-use-cases-39367"><span class="topic__views-count"><svg width="20" height="20" viewBox="0 0 20 20" class="thread-meta-item__icon icon--auto-width icon--eye"><path d="M10.0002 3.75C5.8335 3.75 2.27516 6.34167 0.833496 10C2.27516 13.6583 5.8335 16.25 10.0002 16.25C14.1668 16.25 17.7252 13.6583 19.1668 10C17.7252 6.34167 14.1668 3.75 10.0002 3.75ZM10.0002 14.1667C7.70016 14.1667 5.8335 12.3 5.8335 10C5.8335 7.7 7.70016 5.83333 10.0002 5.83333C12.3002 5.83333 14.1668 7.7 14.1668 10C14.1668 12.3 12.3002 14.1667 10.0002 14.1667ZM10.0002 7.5C8.61683 7.5 7.50016 8.61667 7.50016 10C7.50016 11.3833 8.61683 12.5 10.0002 12.5C11.3835 12.5 12.5002 11.3833 12.5002 10C12.5002 8.61667 11.3835 7.5 10.0002 7.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text">182</span></span></a></span><span class="thread-meta-item thread-meta-item--comments thread-meta-item--hover-highlight"><a class="qa-topic-meta-replies-icon" data-track-type="click" data-element-name="Search result topic last post link" href="https://community.freshworks.com/workflows-and-automations-11389/freshsales-workflow-use-cases-39367"><span class="topic__reply-count"><svg width="14" height="14" class="thread-meta-item__icon icon--auto-width icon--comment" viewBox="0 0 12 13"><path d="M10.8 0.5H1.2C0.54 0.5 0 1.04 0 1.7V12.5L2.4 10.1H10.8C11.46 10.1 12 9.56 12 8.9V1.7C12 1.04 11.46 0.5 10.8 0.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text">0</span></span></a></span><span class="thread-meta-item thread-meta-item--last-update thread-meta-item--hover-highlight"><div class="avatar avatar--XS thread-meta-item__icon" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/pradipta-chandra-16665" rel="noreferrer"><img role="img" src="https://uploads-us-west-2.insided.com/freshworks-en/icon/200x200/5e489dd7-a096-44d6-9de5-c6adfd809705.png" class="lazy" data-src="https://uploads-us-west-2.insided.com/freshworks-en/icon/200x200/5e489dd7-a096-44d6-9de5-c6adfd809705.png" style="width: 100%;" title alt="pradipta.chandra" /><div class="profilelabel qa-profile-label"><img src="https://uploads-us-west-2.insided.com/freshworks-en/attachment/01224d04-fc75-4c7d-bbf1-c7cb6591a3b4_thumb.png" alt="Community Manager" title="Community Manager" /></div></a></div></div><a data-track-type="click" data-element-name="Search result topic post date link" class="qa-topic-meta-last-post-date-link" href="https://community.freshworks.com/workflows-and-automations-11389/freshsales-workflow-use-cases-39367"><time class="thread-meta-item__text" aria-label="Last post relative creation date" dateTime="2024-08-14T09:46:44.000Z">6 months ago</time></a></span></div></div></div></div></div> <div data-preact="destination/modules/Content/TopicList/TopicListItem" class="" data-props="{"topic":{"categoryUrl":"https:\/\/community.freshworks.com\/workflows-and-automations-11389","topicUrl":{"destination":"https:\/\/community.freshworks.com\/workflows-and-automations-11389\/ask-me-anything-automation-in-freshsales-october-27-november-3-26573"},"id":"12786","publicId":"26573","title":"Ask Me Anything: Automation in Freshsales | October 27 - November 3","content":"<p>\u00a0<\/p><figure style=\"float:left;margin-right:20px;\"><img alt=\"\" src=\"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/37147d29-c411-4c3a-8252-25dae1dcfa01.png\" width=\"147\" \/><\/figure><p>Hey, I am Srini.<\/p><p>I have been with Freshworks for over 4 years. I joined Freshsales as a customer support engineer. A year ago, I moved to the products and engineering function of Freshsales. I love solving problems, building creative solutions, and partying! Drop a Hello in the comments! :)<\/p><p>\u00a0<\/p><p>\u00a0<\/p><section class=\"callout callout-yellow\"><div><h3><span style=\"color:#000000;\"><strong>It's time to talk <\/strong><\/span><u><span style=\"color:#f39c12;\"><strong>automation in Freshsales!<\/strong><\/span><\/u><\/h3><p>\u00a0<\/p><p><strong><u>Here\u2019s how it works<\/u><\/strong><\/p><p>\ud83d\udc49Community members and Freshsales customers share <strong>drop their questions around Freshsales and automations<\/strong> in the <strong>comments <\/strong>section below<\/p><p>\ud83d\udd75 I will reply to each one of you with my <strong>thoughts and suggestions<\/strong>, doing my best to solve any challenges you might be facing<\/p><p>\u23f1 <strong>Dates:<\/strong> This conversation is open from October 27 to November 3.\u00a0<\/p><p>\ud83d\udcacWondering what you can ask me? I\u2019ve listed out a few to make it easier:<\/p><ul><li>1. Automate a series of emails with S<strong>ales Sequences<\/strong> in Freshsales - When, Why and How.<\/li>\t<li>2. <strong>Categorizing contacts<\/strong> and assigning to sales people - How can Freshsales help you?<\/li>\t<li>3. Let automation take over this <strong>holiday season<\/strong> - What are some best practices\u00a0to route calls during the holidays?<\/li><\/ul><\/div><\/section><p>No time like the present to get your queries resolved! 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xmlns="http://www.w3.org/2000/svg"><path d="M14 0H0V18L7 15L14 18V0Z"></path></svg><div class="topic-view_header"><div class="topic-view_header-item"><div class="avatar avatar" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/srini-32372" rel="noreferrer"><img role="img" src="https://uploads-us-west-2.insided.com/freshworks-en/icon/200x200/e7c78fde-0a5e-4882-bfbd-8cb4191f41be.png" class="lazy" data-src="https://uploads-us-west-2.insided.com/freshworks-en/icon/200x200/e7c78fde-0a5e-4882-bfbd-8cb4191f41be.png" style="width: 100%;" title alt="Srini :-)" /><div class="profilelabel qa-profile-label"><img src="https://uploads-us-west-2.insided.com/freshworks-en/attachment/1ba19f29-f0c3-4a0b-87d4-fbd2aa49bd87_thumb.png" alt="Contributor" title="Contributor" /></div></a></div></div></div><div class="topic-view_header-items-gathered"><div class="topic-view_header-item"><span><a class="qa-username link--user rank--bold username hover-underline" style="color: ;" href="/members/srini-32372">Srini :-)</a></span><span class="user-title text--meta">Contributor</span></div><a href="https://community.freshworks.com/workflows-and-automations-11389" data-track-type="click" data-element-name="Search result topic header link" class="topic-view_header-item text--meta"><div class="topic-view_header-item text--meta"><span>published in</span> <span class="topic-view_header-item_category-link">Workflows and Automations</span></div></a></div></div><div class="topic-view_info"><div role="img" aria-label class="lazy thread-list-block__featured-image-link" data-src="https://uploads-us-west-2.insided.com/freshworks-en/attachment/width/480/6e6fca83-4c7c-4ee8-b40a-6baebba5149d_thumb.jpg" style="background-image: https://uploads-us-west-2.insided.com/freshworks-en/attachment/width/480/6e6fca83-4c7c-4ee8-b40a-6baebba5149d_thumb.jpg"> </div><div class="topic-view_body-container"><div class="topic-view_body" role="button" tabIndex="0"><div class="thread-list-block__title"><a href="https://community.freshworks.com/workflows-and-automations-11389/ask-me-anything-automation-in-freshsales-october-27-november-3-26573" data-track-type="click" data-element-name="Search result topic title link" class="qa-topic-title thread-list-block__title-link">Ask Me Anything: Automation in Freshsales | October 27 - November 3</a><span class="thread__content-type-pill pill pill--uppercase pill--article qa-content-type-pill">ASK ME ANYTHING</span></div><div class="thread-list-block__article-wrapper"><div class="thread-list-block__article-excerpt"><p class="thread-list-block__content thread-list-block__content--article qa-topic-content"><a href="https://community.freshworks.com/workflows-and-automations-11389/ask-me-anything-automation-in-freshsales-october-27-november-3-26573"> Hey, I am Srini.I have been with Freshworks for over 4 years. I joined Freshsales as a customer support engineer. A year ago, I moved to the products and engineering function of Freshsales. I love solving problems, building creative solutions, and partying! Drop a Hello in the comments! :) It's time to talk automation in Freshsales! Here’s how it works👉Community members and Freshsales customers share drop their questions around Freshsales and automations in the comments section below🕵 I will reply to each one of you with my thoughts and suggestions, doing my best to solve any challenges you might be facing⏱ Dates: This conversation is open from October 27 to November 3. 💬Wondering what you can ask me? I’ve listed out a few to make it easier:1. Automate a series of emails with Sales Sequences in Freshsales - When, Why and How. 2. Categorizing contacts and assigning to sales people - How can Freshsales help you? 3. Let automation take over this holiday season - What are some best pr</a></p></div></div></div><div class="topic-view_footer "><div><button class="thread-meta-item thread-meta-item--hover-highlight thread-meta-item--likes qa-topic-meta-likes-icon" type="button"><span class="topic__likes-count"><i class="thread-meta-item__icon icon--auto-width icon--thumb-up"></i><span class="js-vote-count qa-topic-meta-likes-content test thread-meta-item__text">9</span></span></button></div><span class="thread-meta-item thread-meta-item--hover-highlight is-hidden-S"><a class="qa-topic-meta-views" data-track-type="click" data-element-name="Search result topic meta link" href="https://community.freshworks.com/workflows-and-automations-11389/ask-me-anything-automation-in-freshsales-october-27-november-3-26573"><span class="topic__views-count"><svg width="20" height="20" viewBox="0 0 20 20" class="thread-meta-item__icon icon--auto-width icon--eye"><path d="M10.0002 3.75C5.8335 3.75 2.27516 6.34167 0.833496 10C2.27516 13.6583 5.8335 16.25 10.0002 16.25C14.1668 16.25 17.7252 13.6583 19.1668 10C17.7252 6.34167 14.1668 3.75 10.0002 3.75ZM10.0002 14.1667C7.70016 14.1667 5.8335 12.3 5.8335 10C5.8335 7.7 7.70016 5.83333 10.0002 5.83333C12.3002 5.83333 14.1668 7.7 14.1668 10C14.1668 12.3 12.3002 14.1667 10.0002 14.1667ZM10.0002 7.5C8.61683 7.5 7.50016 8.61667 7.50016 10C7.50016 11.3833 8.61683 12.5 10.0002 12.5C11.3835 12.5 12.5002 11.3833 12.5002 10C12.5002 8.61667 11.3835 7.5 10.0002 7.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text">283</span></span></a></span><span class="thread-meta-item thread-meta-item--comments thread-meta-item--hover-highlight"><a class="qa-topic-meta-replies-icon" data-track-type="click" data-element-name="Search result topic last post link" href="https://community.freshworks.com/workflows-and-automations-11389/ask-me-anything-automation-in-freshsales-october-27-november-3-26573?postid=80308#post80308"><span class="topic__reply-count"><svg width="14" height="14" class="thread-meta-item__icon icon--auto-width icon--comment" viewBox="0 0 12 13"><path d="M10.8 0.5H1.2C0.54 0.5 0 1.04 0 1.7V12.5L2.4 10.1H10.8C11.46 10.1 12 9.56 12 8.9V1.7C12 1.04 11.46 0.5 10.8 0.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text">9</span></span></a></span><span class="thread-meta-item thread-meta-item--last-update thread-meta-item--hover-highlight"><div class="avatar avatar--XS thread-meta-item__icon" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/alyssia-correa-32014" rel="noreferrer"><img role="img" src="https://uploads-us-west-2.insided.com/freshworks-en/icon/200x200/ba3dbeb8-0226-46ab-8699-0d19aadada93.png" class="lazy" data-src="https://uploads-us-west-2.insided.com/freshworks-en/icon/200x200/ba3dbeb8-0226-46ab-8699-0d19aadada93.png" style="width: 100%;" title alt="alyssia.correa" /><div class="profilelabel qa-profile-label"><img src="https://uploads-us-west-2.insided.com/freshworks-en/attachment/01224d04-fc75-4c7d-bbf1-c7cb6591a3b4_thumb.png" alt="Community Manager" title="Community Manager" /></div></a></div></div><a data-track-type="click" data-element-name="Search result topic post date link" class="qa-topic-meta-last-post-date-link" href="https://community.freshworks.com/workflows-and-automations-11389/ask-me-anything-automation-in-freshsales-october-27-november-3-26573?postid=80308#post80308"><time class="thread-meta-item__text" aria-label="Last post relative creation date" dateTime="2023-07-16T13:52:38.000Z">1 year ago</time></a></span></div></div></div></div></div> <div data-preact="destination/modules/Content/TopicList/TopicListItem" class="" data-props="{"topic":{"categoryUrl":"https:\/\/community.freshworks.com\/workflows-and-automations-11389","topicUrl":{"destination":"https:\/\/community.freshworks.com\/workflows-and-automations-11389\/community-carnival-sales-and-marketing-village-26287"},"id":"12777","publicId":"26287","title":"Community Carnival: Sales and Marketing Village","content":"<p>This Sales and Marketing Village is all set to exude holiday cheer with\u00a0product resources, AMAs, games and more. While this village\u00a0might not come draped in jack-o-lanterns, spider webs, and costumes, there\u2019s definitely a lot to expect tucked in.<\/p><p>\u00a0<\/p><h2><strong>Here\u2019s the lowdown \u2192<\/strong><\/h2><section class=\"callout callout-yellow\"><div><div><div><div><div><h3>Day 1 - October 27<\/h3><p>\ud83d\udcac <strong>Ask the (Product) Expert with <\/strong><user-mention data-id=\"32372\">@Srini :-)<\/user-mention>\u00a0: Freshsales AND Freshmarketer<\/p><oembed url=\"https:\/\/community.freshworks.com\/freshsales-11250\/ask-me-anything-automation-in-freshsales-october-27-november-3-26573\"><\/oembed><p>\u2705 <strong>Resource:<\/strong> Grow your Online Store with Freshworks<\/p><oembed url=\"https:\/\/community.freshworks.com\/freshmarketer-11249\/sales-and-marketing-village-grow-your-online-store-with-freshworks-sneakpeak-26610\"><\/oembed><p>\ud83d\udce3 <strong>Demo: <\/strong>Modern Views, Lists, Segments and Email Campaigns<\/p><oembed url=\"https:\/\/community.freshworks.com\/freshsales-11250\/freshsales-freshmarketer-demo-lists-segments-and-email-campaigns-26612\"><\/oembed><p>\u2705 <strong>Resource:<\/strong> 5 nightmares that haunt sales people (and how to make them stop)<\/p><oembed url=\"https:\/\/community.freshworks.com\/freshsales-11250\/5-nightmares-that-haunt-salespeople-and-how-to-make-them-stop-26623\"><\/oembed><p>\u270d <strong>Answers with Aish:<\/strong> Freshsales Tips<\/p><oembed url=\"https:\/\/community.freshworks.com\/freshsales-11250\/freshsales-tip-of-the-day-telephony-within-freshsales-26614\"><\/oembed><h3>\u00a0<\/h3><h3>Day 2 - October 28<\/h3><p>\ud83d\udccc <strong>Freshsales Bootcamp:<\/strong> A series of videos to get you started with Freshsales<\/p><oembed url=\"https:\/\/community.freshworks.com\/freshsales-11250\/freshsales-bootcamp-get-started-26635\"><\/oembed><p>\u2705 <strong>Resource:<\/strong> Cart Abandonment Ebook<\/p><oembed 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xmlns="http://www.w3.org/2000/svg"><path d="M14 0H0V18L7 15L14 18V0Z"></path></svg><div class="topic-view_header"><div class="topic-view_header-item"><div class="avatar avatar" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/rhea-desouza-31093" rel="noreferrer"><img role="img" src="https://uploads-us-west-2.insided.com/freshworks-en/icon/200x200/eb505b4d-d747-4852-bcb7-1647200c93e6.png" class="lazy" data-src="https://uploads-us-west-2.insided.com/freshworks-en/icon/200x200/eb505b4d-d747-4852-bcb7-1647200c93e6.png" style="width: 100%;" title alt="rhea.desouza" /><div class="profilelabel qa-profile-label"><img src="https://uploads-us-west-2.insided.com/freshworks-en/attachment/01224d04-fc75-4c7d-bbf1-c7cb6591a3b4_thumb.png" alt="Community Manager" title="Community Manager" /></div></a></div></div></div><div class="topic-view_header-items-gathered"><div class="topic-view_header-item"><span><a class="qa-username link--user username hover-underline" style="color: ;" href="/members/rhea-desouza-31093">rhea.desouza</a></span><span class="user-title text--meta">Community Manager</span></div><a href="https://community.freshworks.com/workflows-and-automations-11389" data-track-type="click" data-element-name="Search result topic header link" class="topic-view_header-item text--meta"><div class="topic-view_header-item text--meta"><span>published in</span> <span class="topic-view_header-item_category-link">Workflows and Automations</span></div></a></div></div><div class="topic-view_info"><div role="img" aria-label class="lazy thread-list-block__featured-image-link" data-src="https://uploads-us-west-2.insided.com/freshworks-en/attachment/width/480/c91a672c-c7ca-4603-9a3e-27c8dd9050b4_thumb.jpg" style="background-image: https://uploads-us-west-2.insided.com/freshworks-en/attachment/width/480/c91a672c-c7ca-4603-9a3e-27c8dd9050b4_thumb.jpg"> </div><div class="topic-view_body-container"><div class="topic-view_body" role="button" tabIndex="0"><div class="thread-list-block__title"><a href="https://community.freshworks.com/workflows-and-automations-11389/community-carnival-sales-and-marketing-village-26287" data-track-type="click" data-element-name="Search result topic title link" class="qa-topic-title thread-list-block__title-link">Community Carnival: Sales and Marketing Village</a></div><div class="thread-list-block__article-wrapper"><div class="thread-list-block__article-excerpt"><p class="thread-list-block__content thread-list-block__content--article qa-topic-content"><a href="https://community.freshworks.com/workflows-and-automations-11389/community-carnival-sales-and-marketing-village-26287">This Sales and Marketing Village is all set to exude holiday cheer with product resources, AMAs, games and more. While this village might not come draped in jack-o-lanterns, spider webs, and costumes, there’s definitely a lot to expect tucked in. Here’s the lowdown →Day 1 - October 27💬 Ask the (Product) Expert with @Srini :-) : Freshsales AND Freshmarketer✅ Resource: Grow your Online Store with Freshworks📣 Demo: Modern Views, Lists, Segments and Email Campaigns✅ Resource: 5 nightmares that haunt sales people (and how to make them stop)✍ Answers with Aish: Freshsales Tips Day 2 - October 28📌 Freshsales Bootcamp: A series of videos to get you started with Freshsales✅ Resource: Cart Abandonment Ebook🎈 Game 2: Create your own madlib!✍ Answers with Aish: Freshsales Tips As a part of the curated peer-to-peer learning experience, we hope to take this 2 day extravaganza to the next level, with your help! 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As you transition from one celebration to another, you can\u2019t risk ignoring the leads in your pipeline. There\u2019s a lot of potential customers and revenue that could slip through the cracks when you\u2019re not watching. To keep up your sales velocity this Holiday Season, let AI do the grunt work for you.\u00a0<\/span><\/p><p>\u00a0<\/p><p><span style=\"background-color:transparent;color:#000000;\">Here are <\/span><a href=\"https:\/\/www.freshworks.com\/crm\/5-ways-to-keep-leads-flowing-through-the-holidays-blog\/?utm_source=freshsales&amp;utm_medium=community&amp;utm_campaign=crm&amp;utm_id=leads-holiday-sales\" target=\"_blank\" rel=\"noreferrer noopener\"><u>five ways<\/u><\/a><span style=\"background-color:transparent;color:#000000;\"> to keep leads flowing through the holidays:<\/span><\/p><p>\u00a0<\/p><p><strong>1. Communicate your unavailability\/availability: <\/strong><span style=\"background-color:transparent;color:#000000;\">Your business website is open 24\u00d77 for prospects. Once they are on your website, they may need more information or quick answers. With an AI chatbot deployed for live chat, you can engage your website visitors. Using a CRM with auto-assignment, you can route incoming chats to a sales rep who\u2019s available on shift and take the business forward.\u00a0<\/span><\/p><p>\u00a0<\/p><p><strong>2. Set up appropriate handovers: <\/strong><span style=\"background-color:transparent;color:#000000;\">Having proper handovers in place ensures a seamless transition of your deals in your absence. With contact notes, agents who engage with leads on your behalf can jot down important information and save it within your CRM. This information can provide context and help you pick up conversations from where you or your colleague left off.\u00a0<\/span><\/p><p>\u00a0<\/p><p><strong>3. Keep leads warm with sale sequences: <\/strong><span style=\"background-color:transparent;color:#000000;\">Customers today prefer businesses that treat prospects like humans than numbers. You can set up a sales cadence with the right product mix, holiday-centric content, and end with a simple new year greeting and help prospects stay connected with your brand through the holidays. A CRM with sales automation can help you trigger sales cadences across different channels.\u00a0<\/span><\/p><p>\u00a0<\/p><p><strong>4. Review past trends and prioritize your objectives: <\/strong><span style=\"background-color:transparent;color:#000000;\">When you have limited staffing to oversee sales, you need to be wise about the deals they need to track and the regions\/customer segments that are likely to be very active. This can be done by tapping into historical data to make strategic decisions. A CRM with advanced reporting can help you turn data into meaning, apply filters to narrow down the timelines, and sales performances. This will help you forecast better.<\/span><\/p><p><br \/><strong>5. When in doubt, always schedule: <\/strong><span style=\"background-color:transparent;color:#000000;\">When you break away for the last holiday break of the year, it\u2019s essential to mark your unavailability. If you\u2019ve scheduled email campaigns, ensure that the replies go to a common team inbox or a team member who will be available. As a pre-holiday routine, schedule your emails to go out after the holiday ends. A CRM powered by AI can help you detect your prospect\u2019s out-of-office notification and lets you find the next best time to schedule meetings.<\/span><\/p>","categoryName":"Workflows and Automations","categoryId":"11389","contentType":"conversation","featuredImage":"","likes":1,"views":38,"votes":0,"replyCount":3,"publishedAt":"2022-12-14T05:53:37+01:00","lastActivityAt":"2025-01-12T07:38:09+01:00","lastContributor":{"id":"60109","username":"parapcc","avatar":""},"lastPostId":36681,"author":{"id":"36892","username":"shivani.12","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/756be2bf-fa20-4670-908b-f44bd3da9712.png"},"sticky":false,"publicLabel":"","ideaStatus":{"name":"","textColor":"","backgroundColor":""},"hasBestAnswer":false,"likedOrVotedByCurrentUser":false,"unreadRepliesCount":0,"isUnreadPostCountEnabled":false,"isNew":false,"lastActivityAtRelative":"1 month 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href="https://community.freshworks.com/workflows-and-automations-11389/5-ways-to-keep-leads-flowing-through-the-holidays-27382">The last holiday break of the year is almost here. As you transition from one celebration to another, you can’t risk ignoring the leads in your pipeline. There’s a lot of potential customers and revenue that could slip through the cracks when you’re not watching. To keep up your sales velocity this Holiday Season, let AI do the grunt work for you. Here are five ways to keep leads flowing through the holidays: 1. Communicate your unavailability/availability: Your business website is open 24×7 for prospects. Once they are on your website, they may need more information or quick answers. With an AI chatbot deployed for live chat, you can engage your website visitors. Using a CRM with auto-assignment, you can route incoming chats to a sales rep who’s available on shift and take the business forward. 2. Set up appropriate handovers: Having proper handovers in place ensures a seamless transition of your deals in your absence. With contact notes, agents who engage with leads on your behalf </a></p></div><div class="topic-view_footer "><div><button class="thread-meta-item thread-meta-item--hover-highlight thread-meta-item--likes qa-topic-meta-likes-icon" type="button"><span class="topic__likes-count"><i class="thread-meta-item__icon icon--auto-width icon--thumb-up"></i><span class="js-vote-count qa-topic-meta-likes-content test thread-meta-item__text">1</span></span></button></div><span class="thread-meta-item thread-meta-item--hover-highlight is-hidden-S"><a class="qa-topic-meta-views" data-track-type="click" data-element-name="Search result topic meta link" href="https://community.freshworks.com/workflows-and-automations-11389/5-ways-to-keep-leads-flowing-through-the-holidays-27382"><span class="topic__views-count"><svg width="20" height="20" viewBox="0 0 20 20" class="thread-meta-item__icon icon--auto-width icon--eye"><path d="M10.0002 3.75C5.8335 3.75 2.27516 6.34167 0.833496 10C2.27516 13.6583 5.8335 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class="qa-topic-meta-last-post-date-link" href="https://community.freshworks.com/workflows-and-automations-11389/5-ways-to-keep-leads-flowing-through-the-holidays-27382?postid=101401#post101401"><time class="thread-meta-item__text" aria-label="Last post relative creation date" dateTime="2025-01-12T06:38:09.000Z">1 month ago</time></a></span></div></div></div></div></div> <div data-preact="destination/modules/Content/TopicList/TopicListItem" class="" data-props="{"topic":{"categoryUrl":"https:\/\/community.freshworks.com\/workflows-and-automations-11389","topicUrl":{"destination":"https:\/\/community.freshworks.com\/workflows-and-automations-11389\/how-do-i-set-a-default-value-for-a-form-fields-in-contacts-account-deal-or-custom-modules-22179"},"id":"1528","publicId":"22179","title":"How do I set a default value for a form fields in Contacts, Account, Deal or Custom Modules","content":"<p>I don\u2019t see any way to set default values in fields added to Contact, Account, Deal or Custom 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none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/stevemc-30320" rel="noreferrer"><img role="img" src="https://uploads-us-west-2.insided.com/freshworks-en/icon/200x200/c3bc5eb3-2c19-4cce-a281-8e0b470ccd3e.png" class="lazy" data-src="https://uploads-us-west-2.insided.com/freshworks-en/icon/200x200/c3bc5eb3-2c19-4cce-a281-8e0b470ccd3e.png" style="width: 100%;" title alt="stevemc" /><div class="profilelabel qa-profile-label"><img src="https://uploads-us-west-2.insided.com/freshworks-en/attachment/cc6b4106-d4de-4efd-a298-a768bdf775e0_thumb.png" alt="Top Contributor" title="Top Contributor" /></div></a></div></div></div><div class="topic-view_header-items-gathered"><div class="topic-view_header-item"><span><a class="qa-username link--user username hover-underline" style="color: ;" href="/members/stevemc-30320">stevemc</a></span><span class="user-title text--meta">Top Contributor</span></div><a href="https://community.freshworks.com/workflows-and-automations-11389" data-track-type="click" data-element-name="Search result topic header link" class="topic-view_header-item text--meta"><div class="topic-view_header-item text--meta"><span>asked in</span> <span class="topic-view_header-item_category-link">Workflows and Automations</span></div></a></div></div><div class="topic-view_info"><div class="topic-view_body-container"><div class="topic-view_body" role="button" tabIndex="0"><div class="thread-list-block__title"><a href="https://community.freshworks.com/workflows-and-automations-11389/how-do-i-set-a-default-value-for-a-form-fields-in-contacts-account-deal-or-custom-modules-22179" data-track-type="click" data-element-name="Search result topic title link" class="qa-topic-title thread-list-block__title-link">How do I set a default value for a form fields in Contacts, Account, Deal or Custom Modules</a><div class="tooltip tooltip--day tooltip--thread-type" title><div class="js-tooltip-trigger" aria-haspopup="true"><i class="icon--auto-width icon--thread-solved" style></i></div></div></div><p class="thread-list-block__content qa-topic-content"><a href="https://community.freshworks.com/workflows-and-automations-11389/how-do-i-set-a-default-value-for-a-form-fields-in-contacts-account-deal-or-custom-modules-22179">I don’t see any way to set default values in fields added to Contact, Account, Deal or Custom Modules.For example, I add a checkbox to a Custom Module, There seems no way to cause the checkbox to default to “Enabled”.Likewise, if I add a dropdown list, I have no way to set the default selected item.Same would be useful for other fields such as:Text box Multi-select Date (for date I’d like to default to values such as +7days, +1 month, +1 year, etc.Is it possible to set default selected item? How?</a></p></div><div class="topic-view_footer "><div><button class="thread-meta-item thread-meta-item--hover-highlight thread-meta-item--likes qa-topic-meta-likes-icon" type="button"><span class="topic__likes-count"><i class="thread-meta-item__icon icon--auto-width icon--thumb-up"></i><span class="js-vote-count qa-topic-meta-likes-content test thread-meta-item__text">0</span></span></button></div><span class="thread-meta-item thread-meta-item--hover-highlight is-hidden-S"><a class="qa-topic-meta-views" data-track-type="click" data-element-name="Search result topic meta link" href="https://community.freshworks.com/workflows-and-automations-11389/how-do-i-set-a-default-value-for-a-form-fields-in-contacts-account-deal-or-custom-modules-22179"><span class="topic__views-count"><svg width="20" height="20" viewBox="0 0 20 20" class="thread-meta-item__icon icon--auto-width icon--eye"><path d="M10.0002 3.75C5.8335 3.75 2.27516 6.34167 0.833496 10C2.27516 13.6583 5.8335 16.25 10.0002 16.25C14.1668 16.25 17.7252 13.6583 19.1668 10C17.7252 6.34167 14.1668 3.75 10.0002 3.75ZM10.0002 14.1667C7.70016 14.1667 5.8335 12.3 5.8335 10C5.8335 7.7 7.70016 5.83333 10.0002 5.83333C12.3002 5.83333 14.1668 7.7 14.1668 10C14.1668 12.3 12.3002 14.1667 10.0002 14.1667ZM10.0002 7.5C8.61683 7.5 7.50016 8.61667 7.50016 10C7.50016 11.3833 8.61683 12.5 10.0002 12.5C11.3835 12.5 12.5002 11.3833 12.5002 10C12.5002 8.61667 11.3835 7.5 10.0002 7.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text">1366</span></span></a></span><span class="thread-meta-item thread-meta-item--comments thread-meta-item--hover-highlight"><a class="qa-topic-meta-replies-icon" data-track-type="click" data-element-name="Search result topic last post link" href="https://community.freshworks.com/workflows-and-automations-11389/how-do-i-set-a-default-value-for-a-form-fields-in-contacts-account-deal-or-custom-modules-22179?postid=97843#post97843"><span class="topic__reply-count"><svg width="14" height="14" class="thread-meta-item__icon icon--auto-width icon--comment" viewBox="0 0 12 13"><path d="M10.8 0.5H1.2C0.54 0.5 0 1.04 0 1.7V12.5L2.4 10.1H10.8C11.46 10.1 12 9.56 12 8.9V1.7C12 1.04 11.46 0.5 10.8 0.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text">4</span></span></a></span><span class="thread-meta-item thread-meta-item--last-update thread-meta-item--hover-highlight"><div class="avatar avatar--XS thread-meta-item__icon" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/nedun-58139" rel="noreferrer"><img role="img" src="https://uploads-us-west-2.insided.com/freshworks-en/icon/200x200/b6e09c0c-6894-4e76-9492-25c30b47c889.png" class="lazy" data-src="https://uploads-us-west-2.insided.com/freshworks-en/icon/200x200/b6e09c0c-6894-4e76-9492-25c30b47c889.png" style="width: 100%;" title alt="Nedun" /><div class="profilelabel qa-profile-label"><img src="https://uploads-us-west-2.insided.com/freshworks-en/attachment/20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png" alt="Community Debut" title="Community Debut" /></div></a></div></div><a data-track-type="click" data-element-name="Search result topic post date link" class="qa-topic-meta-last-post-date-link" href="https://community.freshworks.com/workflows-and-automations-11389/how-do-i-set-a-default-value-for-a-form-fields-in-contacts-account-deal-or-custom-modules-22179?postid=97843#post97843"><time class="thread-meta-item__text" aria-label="Last post relative creation date" dateTime="2024-09-26T10:47:21.000Z">4 months ago</time></a></span></div></div></div></div></div> <div data-preact="destination/modules/Content/TopicList/TopicListItem" class="" data-props="{"topic":{"categoryUrl":"https:\/\/community.freshworks.com\/workflows-and-automations-11389","topicUrl":{"destination":"https:\/\/community.freshworks.com\/workflows-and-automations-11389\/how-we-can-automate-my-business-22548"},"id":"1710","publicId":"22548","title":"How we can automate my business?","content":"<p><u>Hello<a href=\"https:\/\/wasabills.blogspot.com\/2021\/10\/wasa-bills.html\" target=\"_blank\" rel=\"noreferrer noopener nofollow ugc\">,<\/a> I am Ozi Tech Business development officer, can the Freshwork CRM helps me automating my task or business? 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class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/service-workable-cloud-47918" rel="noreferrer"><div class="default-avatar avatar-variant-8">S</div><div class="profilelabel qa-profile-label"><img src="https://uploads-us-west-2.insided.com/freshworks-en/attachment/c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png" alt="Apprentice" title="Apprentice" /></div></a></div></div></div><div class="topic-view_header-items-gathered"><div class="topic-view_header-item"><span><a class="qa-username link--user rank--bold username hover-underline" style="color: ;" href="/members/service-workable-cloud-47918">service.workable.cloud</a></span><span class="user-title text--meta">Apprentice</span></div><a href="https://community.freshworks.com/workflows-and-automations-11389" data-track-type="click" data-element-name="Search result topic header link" class="topic-view_header-item text--meta"><div class="topic-view_header-item text--meta"><span>asked in</span> <span class="topic-view_header-item_category-link">Workflows and Automations</span></div></a></div></div><div class="topic-view_info"><div class="topic-view_body-container"><div class="topic-view_body" role="button" tabIndex="0"><div class="thread-list-block__title"><a href="https://community.freshworks.com/workflows-and-automations-11389/fresh-service-backups-workflow-custom-object-service-catalog-items-33383" data-track-type="click" data-element-name="Search result topic title link" class="qa-topic-title thread-list-block__title-link">Fresh Service Backups (Workflow, Custom Object, Service Catalog Items)</a><div class="tooltip tooltip--day tooltip--thread-type" title><div class="js-tooltip-trigger" aria-haspopup="true"><i class="icon--auto-width icon--question-circle" style></i></div></div></div><p class="thread-list-block__content qa-topic-content"><a href="https://community.freshworks.com/workflows-and-automations-11389/fresh-service-backups-workflow-custom-object-service-catalog-items-33383">Hi Forum,I was wondering if anyone has found a solution for backing up Workflows, Custom Objects, Service Catalog Items in Fresh Service.We have quite a lot of the object items Fresh service managing flows for our customers but it seems that Fresh Service only backup tickets, solutions, reports, which we are not worried about. Our main concern is if a Service Catalog item is deleted, it will affect our automation workflows and custom objects. We are looking for a solution to be able to restore Workflows, Custom Objects, Service Catalog Items in Fresh Service.</a></p></div><div class="topic-view_footer "><div><button class="thread-meta-item thread-meta-item--hover-highlight thread-meta-item--likes qa-topic-meta-likes-icon" type="button"><span class="topic__likes-count"><i class="thread-meta-item__icon icon--auto-width icon--thumb-up"></i><span class="js-vote-count qa-topic-meta-likes-content test thread-meta-item__text">0</span></span></button></div><span class="thread-meta-item thread-meta-item--hover-highlight is-hidden-S"><a class="qa-topic-meta-views" data-track-type="click" data-element-name="Search result topic meta link" href="https://community.freshworks.com/workflows-and-automations-11389/fresh-service-backups-workflow-custom-object-service-catalog-items-33383"><span class="topic__views-count"><svg width="20" height="20" viewBox="0 0 20 20" class="thread-meta-item__icon icon--auto-width icon--eye"><path d="M10.0002 3.75C5.8335 3.75 2.27516 6.34167 0.833496 10C2.27516 13.6583 5.8335 16.25 10.0002 16.25C14.1668 16.25 17.7252 13.6583 19.1668 10C17.7252 6.34167 14.1668 3.75 10.0002 3.75ZM10.0002 14.1667C7.70016 14.1667 5.8335 12.3 5.8335 10C5.8335 7.7 7.70016 5.83333 10.0002 5.83333C12.3002 5.83333 14.1668 7.7 14.1668 10C14.1668 12.3 12.3002 14.1667 10.0002 14.1667ZM10.0002 7.5C8.61683 7.5 7.50016 8.61667 7.50016 10C7.50016 11.3833 8.61683 12.5 10.0002 12.5C11.3835 12.5 12.5002 11.3833 12.5002 10C12.5002 8.61667 11.3835 7.5 10.0002 7.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text">649</span></span></a></span><span class="thread-meta-item thread-meta-item--comments thread-meta-item--hover-highlight"><a class="qa-topic-meta-replies-icon" data-track-type="click" data-element-name="Search result topic last post link" href="https://community.freshworks.com/workflows-and-automations-11389/fresh-service-backups-workflow-custom-object-service-catalog-items-33383?postid=93653#post93653"><span class="topic__reply-count"><svg width="14" height="14" class="thread-meta-item__icon icon--auto-width icon--comment" viewBox="0 0 12 13"><path d="M10.8 0.5H1.2C0.54 0.5 0 1.04 0 1.7V12.5L2.4 10.1H10.8C11.46 10.1 12 9.56 12 8.9V1.7C12 1.04 11.46 0.5 10.8 0.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text">8</span></span></a></span><span class="thread-meta-item thread-meta-item--last-update thread-meta-item--hover-highlight"><div class="avatar avatar--XS thread-meta-item__icon" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/sonny-48973" rel="noreferrer"><div class="default-avatar avatar-variant-3">S</div><div class="profilelabel qa-profile-label"><img src="https://uploads-us-west-2.insided.com/freshworks-en/attachment/c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png" alt="Apprentice" title="Apprentice" /></div></a></div></div><a data-track-type="click" data-element-name="Search result topic post date link" class="qa-topic-meta-last-post-date-link" href="https://community.freshworks.com/workflows-and-automations-11389/fresh-service-backups-workflow-custom-object-service-catalog-items-33383?postid=93653#post93653"><time class="thread-meta-item__text" aria-label="Last post relative creation date" dateTime="2024-07-18T14:47:30.000Z">7 months ago</time></a></span></div></div></div></div></div> <div data-preact="destination/modules/Content/TopicList/TopicListItem" class="" data-props="{"topic":{"categoryUrl":"https:\/\/community.freshworks.com\/workflows-and-automations-11389","topicUrl":{"destination":"https:\/\/community.freshworks.com\/workflows-and-automations-11389\/workflows-to-auto-resolve-parent-ticket-once-child-ticket-is-resolved-37455"},"id":"9230","publicId":"37455","title":"Workflows to auto resolve parent ticket once child ticket is resolved","content":"<p>Hi, I am struggling to create a workflow that automatically resolves a parent ticket once the child ticket has been resolved<\/p><p>For context. We have Equipment Request forms and a child ticket for delivery of the equipment<\/p><p>We want to reduce having to manually check as the delivery is the end point of the process<\/p><p>I can only find ways to auto resolve the child ticket once the parent is resolved but we need the opposite<\/p><p>Any help would be appreciated please \ud83d\ude2d. im pretty new to workflows so unsure of APIs etc\u00a0<\/p><p>\u00a0<\/p>","categoryName":"Workflows and Automations","categoryId":"11389","contentType":"question","featuredImage":"","likes":0,"views":99,"votes":0,"replyCount":3,"publishedAt":"2024-07-09T15:47:48+02:00","lastActivityAt":"2024-07-15T15:35:45+02:00","lastContributor":{"id":"35521","username":"Daniel 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Debut","color":""},"postCount":1}},"isActivityPage":null,"showUnsubscribeBtn":null,"attachmentCdn":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/","isGuest":true,"csrfToken":"o05kaHrQIQn6-eVfsPL5Jayxw51BgfjplAlHgD0WMHM","hideCategoryMetadata":false,"phrases":{"Forum":{"thread.unsubscribe":"Unsubscribe","vraag":"Question","beantwoord":"Solved","topic.list.metadata.asked.in":"asked in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}"><div class="qa-topic-block topic-view js-thread js-thread-id-37455"><a data-track-type="click" data-element-name="Search result topic link" class="topic-view_link" href="https://community.freshworks.com/workflows-and-automations-11389/workflows-to-auto-resolve-parent-ticket-once-child-ticket-is-resolved-37455"></a><div class="topic-view_header"><div class="topic-view_header-item"><div class="avatar avatar" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/jav-hussain2001-54996" rel="noreferrer"><img role="img" src="https://uploads-us-west-2.insided.com/freshworks-en/icon/200x200/3efcef6a-12e9-4c14-8cd0-5ddd22df7a27.png" class="lazy" data-src="https://uploads-us-west-2.insided.com/freshworks-en/icon/200x200/3efcef6a-12e9-4c14-8cd0-5ddd22df7a27.png" style="width: 100%;" title alt="jav.hussain2001" /><div class="profilelabel qa-profile-label"><img src="https://uploads-us-west-2.insided.com/freshworks-en/attachment/c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png" alt="Apprentice" title="Apprentice" /></div></a></div></div></div><div class="topic-view_header-items-gathered"><div class="topic-view_header-item"><span><a class="qa-username link--user rank--bold username hover-underline" style="color: ;" href="/members/jav-hussain2001-54996">jav.hussain2001</a></span><span class="user-title text--meta">Apprentice</span></div><a href="https://community.freshworks.com/workflows-and-automations-11389" data-track-type="click" data-element-name="Search result topic header link" class="topic-view_header-item text--meta"><div class="topic-view_header-item text--meta"><span>asked in</span> <span class="topic-view_header-item_category-link">Workflows and Automations</span></div></a></div></div><div class="topic-view_info"><div class="topic-view_body-container"><div class="topic-view_body" role="button" tabIndex="0"><div class="thread-list-block__title"><a href="https://community.freshworks.com/workflows-and-automations-11389/workflows-to-auto-resolve-parent-ticket-once-child-ticket-is-resolved-37455" data-track-type="click" data-element-name="Search result topic title link" class="qa-topic-title thread-list-block__title-link">Workflows to auto resolve parent ticket once child ticket is resolved</a><div class="tooltip tooltip--day tooltip--thread-type" title><div class="js-tooltip-trigger" aria-haspopup="true"><i class="icon--auto-width icon--thread-solved" style></i></div></div></div><p class="thread-list-block__content qa-topic-content"><a href="https://community.freshworks.com/workflows-and-automations-11389/workflows-to-auto-resolve-parent-ticket-once-child-ticket-is-resolved-37455">Hi, I am struggling to create a workflow that automatically resolves a parent ticket once the child ticket has been resolvedFor context. We have Equipment Request forms and a child ticket for delivery of the equipmentWe want to reduce having to manually check as the delivery is the end point of the processI can only find ways to auto resolve the child ticket once the parent is resolved but we need the oppositeAny help would be appreciated please 😭. im pretty new to workflows so unsure of APIs etc </a></p></div><div class="topic-view_footer "><div><button class="thread-meta-item thread-meta-item--hover-highlight thread-meta-item--likes qa-topic-meta-likes-icon" type="button"><span class="topic__likes-count"><i class="thread-meta-item__icon icon--auto-width icon--thumb-up"></i><span class="js-vote-count qa-topic-meta-likes-content test thread-meta-item__text">0</span></span></button></div><span class="thread-meta-item thread-meta-item--hover-highlight is-hidden-S"><a class="qa-topic-meta-views" data-track-type="click" data-element-name="Search result topic meta link" href="https://community.freshworks.com/workflows-and-automations-11389/workflows-to-auto-resolve-parent-ticket-once-child-ticket-is-resolved-37455"><span class="topic__views-count"><svg width="20" height="20" viewBox="0 0 20 20" class="thread-meta-item__icon icon--auto-width icon--eye"><path d="M10.0002 3.75C5.8335 3.75 2.27516 6.34167 0.833496 10C2.27516 13.6583 5.8335 16.25 10.0002 16.25C14.1668 16.25 17.7252 13.6583 19.1668 10C17.7252 6.34167 14.1668 3.75 10.0002 3.75ZM10.0002 14.1667C7.70016 14.1667 5.8335 12.3 5.8335 10C5.8335 7.7 7.70016 5.83333 10.0002 5.83333C12.3002 5.83333 14.1668 7.7 14.1668 10C14.1668 12.3 12.3002 14.1667 10.0002 14.1667ZM10.0002 7.5C8.61683 7.5 7.50016 8.61667 7.50016 10C7.50016 11.3833 8.61683 12.5 10.0002 12.5C11.3835 12.5 12.5002 11.3833 12.5002 10C12.5002 8.61667 11.3835 7.5 10.0002 7.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text">99</span></span></a></span><span class="thread-meta-item thread-meta-item--comments thread-meta-item--hover-highlight"><a class="qa-topic-meta-replies-icon" data-track-type="click" data-element-name="Search result topic last post link" href="https://community.freshworks.com/workflows-and-automations-11389/workflows-to-auto-resolve-parent-ticket-once-child-ticket-is-resolved-37455?postid=93467#post93467"><span class="topic__reply-count"><svg width="14" height="14" class="thread-meta-item__icon icon--auto-width icon--comment" viewBox="0 0 12 13"><path d="M10.8 0.5H1.2C0.54 0.5 0 1.04 0 1.7V12.5L2.4 10.1H10.8C11.46 10.1 12 9.56 12 8.9V1.7C12 1.04 11.46 0.5 10.8 0.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text">3</span></span></a></span><span class="thread-meta-item thread-meta-item--last-update thread-meta-item--hover-highlight"><div class="avatar avatar--XS thread-meta-item__icon" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/daniel-soederlund-35521" rel="noreferrer"><img role="img" src="https://uploads-us-west-2.insided.com/freshworks-en/icon/200x200/13604600-27b2-4d34-8e3a-fbd27d431580.png" class="lazy" data-src="https://uploads-us-west-2.insided.com/freshworks-en/icon/200x200/13604600-27b2-4d34-8e3a-fbd27d431580.png" style="width: 100%;" title alt="Daniel Söderlund" /><div class="profilelabel qa-profile-label"><img src="https://uploads-us-west-2.insided.com/freshworks-en/attachment/1614c0e0-6203-4731-9f87-f539848f3810_thumb.png" alt="Skilled Expert" title="Skilled Expert" /></div></a></div></div><a data-track-type="click" data-element-name="Search result topic post date link" class="qa-topic-meta-last-post-date-link" href="https://community.freshworks.com/workflows-and-automations-11389/workflows-to-auto-resolve-parent-ticket-once-child-ticket-is-resolved-37455?postid=93467#post93467"><time class="thread-meta-item__text" aria-label="Last post relative creation date" dateTime="2024-07-15T13:35:45.000Z">7 months ago</time></a></span></div></div></div></div></div> <div data-preact="destination/modules/Content/TopicList/TopicListItem" class="" data-props="{"topic":{"categoryUrl":"https:\/\/community.freshworks.com\/workflows-and-automations-11389","topicUrl":{"destination":"https:\/\/community.freshworks.com\/workflows-and-automations-11389\/approving-employee-onboarding-details-37209"},"id":"9085","publicId":"37209","title":"Approving Employee Onboarding Details","content":"<p>Hi all,<\/p><p>I am currently in the process of attempting to use information parsed from a MS Form via the fresh service connector on power automate. However when I attempt to send an approval email to myself, I get no email sent to me. Below is currently the state of my workflow within Fresh service<\/p><figure><img alt=\"\" src=\"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/4896d7ef-0079-418a-9090-d55475421f37.png\" \/><figcaption>Flow<\/figcaption><\/figure><p>\u00a0<\/p><p>And the expression node used to parse the information<\/p><p>\u00a0<\/p><figure><img alt=\"\" src=\"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/c39f8c33-12ca-4278-9624-b59128f0d1f3.png\" \/><figcaption>Expression used to parse strings<\/figcaption><\/figure><p>While the workflow does trigger and automate successfully according to the log, I receive no email asking for my approval.<\/p><p>\u00a0<\/p><figure><img alt=\"\" src=\"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/6893f63c-fff1-4478-a24b-14c54566c4f1.png\" \/><figcaption>Attempting to send an approval email (blanked for privacy purposes)<\/figcaption><\/figure><p>\u00a0<\/p><p>Would anyone know what the solution to this 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class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/skor-98-54446" rel="noreferrer"><div class="default-avatar avatar-variant-6">S</div><div class="profilelabel qa-profile-label"><img src="https://uploads-us-west-2.insided.com/freshworks-en/attachment/c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png" alt="Apprentice" title="Apprentice" /></div></a></div></div></div><div class="topic-view_header-items-gathered"><div class="topic-view_header-item"><span><a class="qa-username link--user rank--bold username hover-underline" style="color: ;" href="/members/skor-98-54446">SKOR_98</a></span><span class="user-title text--meta">Apprentice</span></div><a href="https://community.freshworks.com/workflows-and-automations-11389" data-track-type="click" data-element-name="Search result topic header link" class="topic-view_header-item text--meta"><div class="topic-view_header-item text--meta"><span>asked in</span> <span class="topic-view_header-item_category-link">Workflows and Automations</span></div></a></div></div><div class="topic-view_info"><div class="topic-view_body-container"><div class="topic-view_body" role="button" tabIndex="0"><div class="thread-list-block__title"><a href="https://community.freshworks.com/workflows-and-automations-11389/approving-employee-onboarding-details-37209" data-track-type="click" data-element-name="Search result topic title link" class="qa-topic-title thread-list-block__title-link">Approving Employee Onboarding Details</a><div class="tooltip tooltip--day tooltip--thread-type" title><div class="js-tooltip-trigger" aria-haspopup="true"><i class="icon--auto-width icon--question-circle" style></i></div></div></div><p class="thread-list-block__content qa-topic-content"><a href="https://community.freshworks.com/workflows-and-automations-11389/approving-employee-onboarding-details-37209">Hi all,I am currently in the process of attempting to use information parsed from a MS Form via the fresh service connector on power automate. However when I attempt to send an approval email to myself, I get no email sent to me. Below is currently the state of my workflow within Fresh serviceFlow And the expression node used to parse the information Expression used to parse stringsWhile the workflow does trigger and automate successfully according to the log, I receive no email asking for my approval. Attempting to send an approval email (blanked for privacy purposes) Would anyone know what the solution to this may be?</a></p></div><div class="topic-view_footer "><div><button class="thread-meta-item thread-meta-item--hover-highlight thread-meta-item--likes qa-topic-meta-likes-icon" type="button"><span class="topic__likes-count"><i class="thread-meta-item__icon icon--auto-width icon--thumb-up"></i><span class="js-vote-count qa-topic-meta-likes-content test thread-meta-item__text">0</span></span></button></div><span class="thread-meta-item thread-meta-item--hover-highlight is-hidden-S"><a class="qa-topic-meta-views" data-track-type="click" data-element-name="Search result topic meta link" href="https://community.freshworks.com/workflows-and-automations-11389/approving-employee-onboarding-details-37209"><span class="topic__views-count"><svg width="20" height="20" viewBox="0 0 20 20" class="thread-meta-item__icon icon--auto-width icon--eye"><path d="M10.0002 3.75C5.8335 3.75 2.27516 6.34167 0.833496 10C2.27516 13.6583 5.8335 16.25 10.0002 16.25C14.1668 16.25 17.7252 13.6583 19.1668 10C17.7252 6.34167 14.1668 3.75 10.0002 3.75ZM10.0002 14.1667C7.70016 14.1667 5.8335 12.3 5.8335 10C5.8335 7.7 7.70016 5.83333 10.0002 5.83333C12.3002 5.83333 14.1668 7.7 14.1668 10C14.1668 12.3 12.3002 14.1667 10.0002 14.1667ZM10.0002 7.5C8.61683 7.5 7.50016 8.61667 7.50016 10C7.50016 11.3833 8.61683 12.5 10.0002 12.5C11.3835 12.5 12.5002 11.3833 12.5002 10C12.5002 8.61667 11.3835 7.5 10.0002 7.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text">18</span></span></a></span><span class="thread-meta-item thread-meta-item--comments thread-meta-item--hover-highlight"><a class="qa-topic-meta-replies-icon" data-track-type="click" data-element-name="Search result topic last post link" href="https://community.freshworks.com/workflows-and-automations-11389/approving-employee-onboarding-details-37209"><span class="topic__reply-count"><svg width="14" height="14" class="thread-meta-item__icon icon--auto-width icon--comment" viewBox="0 0 12 13"><path d="M10.8 0.5H1.2C0.54 0.5 0 1.04 0 1.7V12.5L2.4 10.1H10.8C11.46 10.1 12 9.56 12 8.9V1.7C12 1.04 11.46 0.5 10.8 0.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text">0</span></span></a></span><span class="thread-meta-item thread-meta-item--last-update thread-meta-item--hover-highlight"><div class="avatar avatar--XS thread-meta-item__icon" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/skor-98-54446" rel="noreferrer"><div class="default-avatar avatar-variant-6">S</div><div class="profilelabel qa-profile-label"><img src="https://uploads-us-west-2.insided.com/freshworks-en/attachment/c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png" alt="Apprentice" title="Apprentice" /></div></a></div></div><a data-track-type="click" data-element-name="Search result topic post date link" class="qa-topic-meta-last-post-date-link" href="https://community.freshworks.com/workflows-and-automations-11389/approving-employee-onboarding-details-37209"><time class="thread-meta-item__text" aria-label="Last post relative creation date" dateTime="2024-06-24T10:39:02.000Z">7 months ago</time></a></span></div></div></div></div></div> <div data-preact="destination/modules/Content/TopicList/TopicListItem" class="" data-props="{"topic":{"categoryUrl":"https:\/\/community.freshworks.com\/workflows-and-automations-11389","topicUrl":{"destination":"https:\/\/community.freshworks.com\/workflows-and-automations-11389\/web-request-api-create-a-ticket-34745"},"id":"7732","publicId":"34745","title":"Web request - API - create a ticket","content":"<p>Hi,\u00a0<\/p><p>Anyone could help me out on this please? New user, first time working with Web Request\u2026\u00a0been through documentation and this community for hours\u2026\u00a0just can\u2019t find the bug\u00a0\ud83e\udd14<\/p><p>Just trying to simply create a basic ticket from Web Request.<\/p><p>Many thanks in advance!<\/p><figure><img alt=\"\" src=\"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/367536d0-12f2-4bca-8a0f-5ab389898765.png\" \/><\/figure><p>\u00a0<\/p>","categoryName":"Workflows and Automations","categoryId":"11389","contentType":"question","featuredImage":"","likes":2,"views":897,"votes":0,"replyCount":4,"publishedAt":"2024-01-09T20:36:08+01:00","lastActivityAt":"2024-04-30T19:23:34+02:00","lastContributor":{"id":"42946","username":"Gerald","avatar":""},"lastPostId":12567,"author":{"id":"49676","username":"Patrick 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class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/patrick-g-49676" rel="noreferrer"><div class="default-avatar avatar-variant-6">P</div><div class="profilelabel qa-profile-label"><img src="https://uploads-us-west-2.insided.com/freshworks-en/attachment/1614c0e0-6203-4731-9f87-f539848f3810_thumb.png" alt="Skilled Expert" title="Skilled Expert" /></div></a></div></div></div><div class="topic-view_header-items-gathered"><div class="topic-view_header-item"><span><a class="qa-username link--user rank--bold username hover-underline" style="color: ;" href="/members/patrick-g-49676">Patrick G</a></span><span class="user-title text--meta">Skilled Expert</span></div><a href="https://community.freshworks.com/workflows-and-automations-11389" data-track-type="click" data-element-name="Search result topic header link" class="topic-view_header-item text--meta"><div class="topic-view_header-item text--meta"><span>asked in</span> <span class="topic-view_header-item_category-link">Workflows and Automations</span></div></a></div></div><div class="topic-view_info"><div class="topic-view_body-container"><div class="topic-view_body" role="button" tabIndex="0"><div class="thread-list-block__title"><a href="https://community.freshworks.com/workflows-and-automations-11389/web-request-api-create-a-ticket-34745" data-track-type="click" data-element-name="Search result topic title link" class="qa-topic-title thread-list-block__title-link">Web request - API - create a ticket</a><div class="tooltip tooltip--day tooltip--thread-type" title><div class="js-tooltip-trigger" aria-haspopup="true"><i class="icon--auto-width icon--thread-solved" style></i></div></div></div><p class="thread-list-block__content qa-topic-content"><a href="https://community.freshworks.com/workflows-and-automations-11389/web-request-api-create-a-ticket-34745">Hi, Anyone could help me out on this please? New user, first time working with Web Request… been through documentation and this community for hours… just can’t find the bug 🤔Just trying to simply create a basic ticket from Web Request.Many thanks in advance! </a></p></div><div class="topic-view_footer "><div><button class="thread-meta-item thread-meta-item--hover-highlight thread-meta-item--likes qa-topic-meta-likes-icon" type="button"><span class="topic__likes-count"><i class="thread-meta-item__icon icon--auto-width icon--thumb-up"></i><span class="js-vote-count qa-topic-meta-likes-content test thread-meta-item__text">2</span></span></button></div><span class="thread-meta-item thread-meta-item--hover-highlight is-hidden-S"><a class="qa-topic-meta-views" data-track-type="click" data-element-name="Search result topic meta link" href="https://community.freshworks.com/workflows-and-automations-11389/web-request-api-create-a-ticket-34745"><span class="topic__views-count"><svg width="20" height="20" viewBox="0 0 20 20" class="thread-meta-item__icon icon--auto-width icon--eye"><path d="M10.0002 3.75C5.8335 3.75 2.27516 6.34167 0.833496 10C2.27516 13.6583 5.8335 16.25 10.0002 16.25C14.1668 16.25 17.7252 13.6583 19.1668 10C17.7252 6.34167 14.1668 3.75 10.0002 3.75ZM10.0002 14.1667C7.70016 14.1667 5.8335 12.3 5.8335 10C5.8335 7.7 7.70016 5.83333 10.0002 5.83333C12.3002 5.83333 14.1668 7.7 14.1668 10C14.1668 12.3 12.3002 14.1667 10.0002 14.1667ZM10.0002 7.5C8.61683 7.5 7.50016 8.61667 7.50016 10C7.50016 11.3833 8.61683 12.5 10.0002 12.5C11.3835 12.5 12.5002 11.3833 12.5002 10C12.5002 8.61667 11.3835 7.5 10.0002 7.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text">897</span></span></a></span><span class="thread-meta-item thread-meta-item--comments thread-meta-item--hover-highlight"><a class="qa-topic-meta-replies-icon" data-track-type="click" data-element-name="Search result topic last post link" href="https://community.freshworks.com/workflows-and-automations-11389/web-request-api-create-a-ticket-34745?postid=90745#post90745"><span class="topic__reply-count"><svg width="14" height="14" class="thread-meta-item__icon icon--auto-width icon--comment" viewBox="0 0 12 13"><path d="M10.8 0.5H1.2C0.54 0.5 0 1.04 0 1.7V12.5L2.4 10.1H10.8C11.46 10.1 12 9.56 12 8.9V1.7C12 1.04 11.46 0.5 10.8 0.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text">4</span></span></a></span><span class="thread-meta-item thread-meta-item--last-update thread-meta-item--hover-highlight"><div class="avatar avatar--XS thread-meta-item__icon" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/gerald-42946" rel="noreferrer"><div class="default-avatar avatar-variant-6">G</div><div class="profilelabel qa-profile-label"><img src="https://uploads-us-west-2.insided.com/freshworks-en/attachment/1614c0e0-6203-4731-9f87-f539848f3810_thumb.png" alt="Skilled Expert" title="Skilled Expert" /></div></a></div></div><a data-track-type="click" data-element-name="Search result topic post date link" class="qa-topic-meta-last-post-date-link" href="https://community.freshworks.com/workflows-and-automations-11389/web-request-api-create-a-ticket-34745?postid=90745#post90745"><time class="thread-meta-item__text" aria-label="Last post relative creation date" dateTime="2024-04-30T17:23:34.000Z">9 months ago</time></a></span></div></div></div></div></div> <div data-preact="destination/modules/Content/TopicList/TopicListItem" class="" data-props="{"topic":{"categoryUrl":"https:\/\/community.freshworks.com\/workflows-and-automations-11389","topicUrl":{"destination":"https:\/\/community.freshworks.com\/workflows-and-automations-11389\/workflows-deep-dive-freshsales-freshsales-suite-watch-on-demand-36073"},"id":"12999","publicId":"36073","title":"Workflows Deep Dive (Freshsales\/Freshsales Suite) - Watch-On Demand","content":"<p><span style=\"color:#000000;\">Hello Everyone!<\/span><br \/>\u00a0<\/p><p><span style=\"color:#000000;\">We are here, yet again, with another most requested webinar. 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Manager</span></div><a href="https://community.freshworks.com/workflows-and-automations-11389" data-track-type="click" data-element-name="Search result topic header link" class="topic-view_header-item text--meta"><div class="topic-view_header-item text--meta"><span>published in</span> <span class="topic-view_header-item_category-link">Workflows and Automations</span></div></a></div></div><div class="topic-view_info"><div role="img" aria-label class="lazy thread-list-block__featured-image-link" data-src="https://uploads-us-west-2.insided.com/freshworks-en/attachment/width/480/0618d809-2fdf-44de-8d63-23bed083ea99_thumb.png" style="background-image: https://uploads-us-west-2.insided.com/freshworks-en/attachment/width/480/0618d809-2fdf-44de-8d63-23bed083ea99_thumb.png"> </div><div class="topic-view_body-container"><div class="topic-view_body" role="button" tabIndex="0"><div class="thread-list-block__title"><a href="https://community.freshworks.com/workflows-and-automations-11389/workflows-deep-dive-freshsales-freshsales-suite-watch-on-demand-36073" data-track-type="click" data-element-name="Search result topic title link" class="qa-topic-title thread-list-block__title-link">Workflows Deep Dive (Freshsales/Freshsales Suite) - Watch-On Demand</a><span class="thread__content-type-pill pill pill--uppercase pill--article qa-content-type-pill">On-Demand Video</span></div><div class="thread-list-block__article-wrapper"><div class="thread-list-block__article-excerpt"><p class="thread-list-block__content thread-list-block__content--article qa-topic-content"><a href="https://community.freshworks.com/workflows-and-automations-11389/workflows-deep-dive-freshsales-freshsales-suite-watch-on-demand-36073">Hello Everyone! We are here, yet again, with another most requested webinar. Join us for a deep dive into the Workflows feature inside Freshsales/Freshsales Suite. If you are new to Freshsales, or have requirements for automating certain actions to make things easier for your Teams, this webinar will equip you with the knowledge and insights needed to move forward and use the feature to it’s full potential. This webinar is curated by the Freshsales Support team, who you generally reach out to for issues/queries. We have tried to collate as many FAQs as possible, to make this webinar worth your time. AGENDA Understanding the functionality and scope of workflows Elements of a workflow Tailoring a workflow Use cases and Action logs Webhooks FAQsHere’s your link to access the webinar - Workflow Basic Use cases: Please leave a comment with your feedback or suggestions for our next webinars. We will definitely pick those up. CheersPradipta Chandra </a></p></div></div></div><div class="topic-view_footer "><div><button class="thread-meta-item thread-meta-item--hover-highlight thread-meta-item--likes qa-topic-meta-likes-icon" type="button"><span class="topic__likes-count"><i class="thread-meta-item__icon icon--auto-width icon--thumb-up"></i><span class="js-vote-count qa-topic-meta-likes-content test thread-meta-item__text">6</span></span></button></div><span class="thread-meta-item thread-meta-item--hover-highlight is-hidden-S"><a class="qa-topic-meta-views" data-track-type="click" data-element-name="Search result topic meta link" href="https://community.freshworks.com/workflows-and-automations-11389/workflows-deep-dive-freshsales-freshsales-suite-watch-on-demand-36073"><span class="topic__views-count"><svg width="20" height="20" viewBox="0 0 20 20" class="thread-meta-item__icon icon--auto-width icon--eye"><path d="M10.0002 3.75C5.8335 3.75 2.27516 6.34167 0.833496 10C2.27516 13.6583 5.8335 16.25 10.0002 16.25C14.1668 16.25 17.7252 13.6583 19.1668 10C17.7252 6.34167 14.1668 3.75 10.0002 3.75ZM10.0002 14.1667C7.70016 14.1667 5.8335 12.3 5.8335 10C5.8335 7.7 7.70016 5.83333 10.0002 5.83333C12.3002 5.83333 14.1668 7.7 14.1668 10C14.1668 12.3 12.3002 14.1667 10.0002 14.1667ZM10.0002 7.5C8.61683 7.5 7.50016 8.61667 7.50016 10C7.50016 11.3833 8.61683 12.5 10.0002 12.5C11.3835 12.5 12.5002 11.3833 12.5002 10C12.5002 8.61667 11.3835 7.5 10.0002 7.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text">405</span></span></a></span><span class="thread-meta-item thread-meta-item--comments thread-meta-item--hover-highlight"><a class="qa-topic-meta-replies-icon" data-track-type="click" data-element-name="Search result topic last post link" href="https://community.freshworks.com/workflows-and-automations-11389/workflows-deep-dive-freshsales-freshsales-suite-watch-on-demand-36073?postid=89821#post89821"><span class="topic__reply-count"><svg width="14" height="14" class="thread-meta-item__icon icon--auto-width icon--comment" viewBox="0 0 12 13"><path d="M10.8 0.5H1.2C0.54 0.5 0 1.04 0 1.7V12.5L2.4 10.1H10.8C11.46 10.1 12 9.56 12 8.9V1.7C12 1.04 11.46 0.5 10.8 0.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text">1</span></span></a></span><span class="thread-meta-item thread-meta-item--last-update thread-meta-item--hover-highlight"><div class="avatar avatar--XS thread-meta-item__icon" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/pradipta-chandra-16665" rel="noreferrer"><img role="img" src="https://uploads-us-west-2.insided.com/freshworks-en/icon/200x200/5e489dd7-a096-44d6-9de5-c6adfd809705.png" class="lazy" data-src="https://uploads-us-west-2.insided.com/freshworks-en/icon/200x200/5e489dd7-a096-44d6-9de5-c6adfd809705.png" style="width: 100%;" title alt="pradipta.chandra" /><div class="profilelabel qa-profile-label"><img src="https://uploads-us-west-2.insided.com/freshworks-en/attachment/01224d04-fc75-4c7d-bbf1-c7cb6591a3b4_thumb.png" alt="Community Manager" title="Community Manager" /></div></a></div></div><a data-track-type="click" data-element-name="Search result topic post date link" class="qa-topic-meta-last-post-date-link" href="https://community.freshworks.com/workflows-and-automations-11389/workflows-deep-dive-freshsales-freshsales-suite-watch-on-demand-36073?postid=89821#post89821"><time class="thread-meta-item__text" aria-label="Last post relative creation date" dateTime="2024-04-02T10:44:07.000Z">10 months ago</time></a></span></div></div></div></div></div> <div data-preact="destination/modules/Content/TopicList/TopicListItem" class="" data-props="{"topic":{"categoryUrl":"https:\/\/community.freshworks.com\/workflows-and-automations-11389","topicUrl":{"destination":"https:\/\/community.freshworks.com\/workflows-and-automations-11389\/workflow-creating-a-timed-event-based-on-scheduled-time-34825"},"id":"7765","publicId":"34825","title":"Workflow Creating a timed event based on scheduled time","content":"<p>Hi,<\/p><p>\u00a0<\/p><p>I\u2019m in the process of creating a timed event that will happen based on a service item scheduled time.<\/p><p>\u00a0<\/p><p>The scenario is, we have a change planned and 30 minutes before planned start (which is defined in the change ticket) I want automate sending out a slack message to inform people that a change is going to happen so to not confuse anyone why systems are down or worse have them impact said change.<\/p><p>\u00a0<\/p><p>I have already automated a slack message to posted with the change information but that\u2019s automated when the change has been approved by CAB, any ideas on how to best proceed with how to get the workflow to read the start time and then post the message in accordance to that? I\u2019m sorry if I might have overlooked something obvious but I figured I\u2019d ask in here in hopes of someone already having a solution at hand :)\u00a0<\/p><p>\u00a0<\/p><p>\u00a0<\/p><p>Thanks in advance!<\/p>","categoryName":"Workflows and Automations","categoryId":"11389","contentType":"question","featuredImage":"","likes":0,"views":84,"votes":0,"replyCount":1,"publishedAt":"2024-01-15T18:51:07+01:00","lastActivityAt":"2024-01-16T08:50:20+01:00","lastContributor":{"id":"35521","username":"Daniel 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qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/generik-48342" rel="noreferrer"><img role="img" src="https://uploads-us-west-2.insided.com/freshworks-en/icon/200x200/5d543dd1-ab1e-4898-8219-1f89b6dd6b7f.png" class="lazy" data-src="https://uploads-us-west-2.insided.com/freshworks-en/icon/200x200/5d543dd1-ab1e-4898-8219-1f89b6dd6b7f.png" style="width: 100%;" title alt="generik" /><div class="profilelabel qa-profile-label"><img src="https://uploads-us-west-2.insided.com/freshworks-en/attachment/20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png" alt="Community Debut" title="Community Debut" /></div></a></div></div></div><div class="topic-view_header-items-gathered"><div class="topic-view_header-item"><span><a class="qa-username link--user rank--bold username hover-underline" style="color: ;" href="/members/generik-48342">generik</a></span><span class="user-title text--meta">Community Debut</span></div><a href="https://community.freshworks.com/workflows-and-automations-11389" data-track-type="click" data-element-name="Search result topic header link" class="topic-view_header-item text--meta"><div class="topic-view_header-item text--meta"><span>asked in</span> <span class="topic-view_header-item_category-link">Workflows and Automations</span></div></a></div></div><div class="topic-view_info"><div class="topic-view_body-container"><div class="topic-view_body" role="button" tabIndex="0"><div class="thread-list-block__title"><a href="https://community.freshworks.com/workflows-and-automations-11389/workflow-creating-a-timed-event-based-on-scheduled-time-34825" data-track-type="click" data-element-name="Search result topic title link" class="qa-topic-title thread-list-block__title-link">Workflow Creating a timed event based on scheduled time</a><div class="tooltip tooltip--day tooltip--thread-type" title><div class="js-tooltip-trigger" aria-haspopup="true"><i class="icon--auto-width icon--question-circle" style></i></div></div></div><p class="thread-list-block__content qa-topic-content"><a href="https://community.freshworks.com/workflows-and-automations-11389/workflow-creating-a-timed-event-based-on-scheduled-time-34825">Hi, I’m in the process of creating a timed event that will happen based on a service item scheduled time. The scenario is, we have a change planned and 30 minutes before planned start (which is defined in the change ticket) I want automate sending out a slack message to inform people that a change is going to happen so to not confuse anyone why systems are down or worse have them impact said change. I have already automated a slack message to posted with the change information but that’s automated when the change has been approved by CAB, any ideas on how to best proceed with how to get the workflow to read the start time and then post the message in accordance to that? I’m sorry if I might have overlooked something obvious but I figured I’d ask in here in hopes of someone already having a solution at hand :) Thanks in advance!</a></p></div><div class="topic-view_footer "><div><button class="thread-meta-item thread-meta-item--hover-highlight thread-meta-item--likes qa-topic-meta-likes-icon" type="button"><span class="topic__likes-count"><i class="thread-meta-item__icon icon--auto-width icon--thumb-up"></i><span class="js-vote-count qa-topic-meta-likes-content test thread-meta-item__text">0</span></span></button></div><span class="thread-meta-item thread-meta-item--hover-highlight is-hidden-S"><a class="qa-topic-meta-views" data-track-type="click" data-element-name="Search result topic meta link" href="https://community.freshworks.com/workflows-and-automations-11389/workflow-creating-a-timed-event-based-on-scheduled-time-34825"><span class="topic__views-count"><svg width="20" height="20" viewBox="0 0 20 20" class="thread-meta-item__icon icon--auto-width icon--eye"><path d="M10.0002 3.75C5.8335 3.75 2.27516 6.34167 0.833496 10C2.27516 13.6583 5.8335 16.25 10.0002 16.25C14.1668 16.25 17.7252 13.6583 19.1668 10C17.7252 6.34167 14.1668 3.75 10.0002 3.75ZM10.0002 14.1667C7.70016 14.1667 5.8335 12.3 5.8335 10C5.8335 7.7 7.70016 5.83333 10.0002 5.83333C12.3002 5.83333 14.1668 7.7 14.1668 10C14.1668 12.3 12.3002 14.1667 10.0002 14.1667ZM10.0002 7.5C8.61683 7.5 7.50016 8.61667 7.50016 10C7.50016 11.3833 8.61683 12.5 10.0002 12.5C11.3835 12.5 12.5002 11.3833 12.5002 10C12.5002 8.61667 11.3835 7.5 10.0002 7.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text">84</span></span></a></span><span class="thread-meta-item thread-meta-item--comments thread-meta-item--hover-highlight"><a class="qa-topic-meta-replies-icon" data-track-type="click" data-element-name="Search result topic last post link" href="https://community.freshworks.com/workflows-and-automations-11389/workflow-creating-a-timed-event-based-on-scheduled-time-34825?postid=86934#post86934"><span class="topic__reply-count"><svg width="14" height="14" class="thread-meta-item__icon icon--auto-width icon--comment" viewBox="0 0 12 13"><path d="M10.8 0.5H1.2C0.54 0.5 0 1.04 0 1.7V12.5L2.4 10.1H10.8C11.46 10.1 12 9.56 12 8.9V1.7C12 1.04 11.46 0.5 10.8 0.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text">1</span></span></a></span><span class="thread-meta-item thread-meta-item--last-update thread-meta-item--hover-highlight"><div class="avatar avatar--XS thread-meta-item__icon" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/daniel-soederlund-35521" rel="noreferrer"><img role="img" src="https://uploads-us-west-2.insided.com/freshworks-en/icon/200x200/13604600-27b2-4d34-8e3a-fbd27d431580.png" class="lazy" data-src="https://uploads-us-west-2.insided.com/freshworks-en/icon/200x200/13604600-27b2-4d34-8e3a-fbd27d431580.png" style="width: 100%;" title alt="Daniel Söderlund" /><div class="profilelabel qa-profile-label"><img src="https://uploads-us-west-2.insided.com/freshworks-en/attachment/1614c0e0-6203-4731-9f87-f539848f3810_thumb.png" alt="Skilled Expert" title="Skilled Expert" /></div></a></div></div><a data-track-type="click" data-element-name="Search result topic post date link" class="qa-topic-meta-last-post-date-link" href="https://community.freshworks.com/workflows-and-automations-11389/workflow-creating-a-timed-event-based-on-scheduled-time-34825?postid=86934#post86934"><time class="thread-meta-item__text" aria-label="Last post relative creation date" dateTime="2024-01-16T07:50:20.000Z">1 year ago</time></a></span></div></div></div></div></div> <div data-preact="destination/modules/Content/TopicList/TopicListItem" class="" data-props="{"topic":{"categoryUrl":"https:\/\/community.freshworks.com\/workflows-and-automations-11389","topicUrl":{"destination":"https:\/\/community.freshworks.com\/workflows-and-automations-11389\/watch-on-demand-email-faqs-for-freshsales-and-freshsales-suite-33834"},"id":"12908","publicId":"33834","title":"Watch On-Demand: Email FAQs for Freshsales and Freshsales Suite","content":"<p>Hello Freshworks Community!!!<br \/>\u00a0<\/p><p>Join us for an <strong>on-demand<\/strong> deep dive into the <strong>Email feature inside Freshsales\/Freshsales Suite<\/strong>. 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Join us for an on-demand deep dive into the Email feature inside Freshsales/Freshsales Suite. Whether you are new to Freshsales or encountering issues with email functionality, this on-demand resource will provide you with the knowledge and insights you need to leverage the product to its full potential.This curated resource is brought to you by the Freshsales Support team. We've gathered a comprehensive set of FAQs to make this resource worthwhile for your time.EPISODE 1:Host: Akshitha Edward, Product Specialist What is Covered:Different types of Emailing Individual Emails Bulk Emails Sales Sequences Workflows Email Settings Frequent Issues - Email tracking/Link email Connecting your mailbox Authentication Methods Server/Port details Frequent error - how to solve them? Custom SMTP Vs Freshsales SMTPWATCH THE VIDEO HERE:Please feel free to share your feedback or suggest topics for our upcoming resources. 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data-props="{"topic":{"categoryUrl":"https:\/\/community.freshworks.com\/workflows-and-automations-11389","topicUrl":{"destination":"https:\/\/community.freshworks.com\/workflows-and-automations-11389\/webhook-fails-during-workflow-automation-32700"},"id":"6665","publicId":"32700","title":"Webhook fails during workflow automation","content":"<p>Hello!<\/p><p>I created the following workflow:<\/p><figure><img alt=\"\" src=\"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/a49d3cfd-4b75-46c7-ac3b-29ad2ca0a144.png\" \/><\/figure><figure><img alt=\"\" src=\"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/4b994505-f6f7-400b-8e53-e11dac6f7609.png\" \/><\/figure><p>Based on the workspace, different webhooks will be executed, but everytime it fails during the automatic workflow when a ticket was created.<\/p><p>When I enter the ID and Subject manually and click on \u201cTest Webhook\u201d it works and the subject of the ticket will be changed as wished, but not during the automatic workflow.<\/p><p>It only fails with the following message and no other informations will be written into the history:<\/p><figure><img alt=\"\" src=\"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/aa9fbf10-e36c-44ec-8665-779fabf5721c.png\" \/><\/figure><p>This is all information I get but not why it fails. Does anyone have an idea?<br \/>Thank you very much!<\/p><p>Best Regards,<br \/>Dominik<\/p>","categoryName":"Workflows and Automations","categoryId":"11389","contentType":"question","featuredImage":"","likes":2,"views":157,"votes":0,"replyCount":4,"publishedAt":"2023-08-14T22:25:51+02:00","lastActivityAt":"2023-08-25T22:57:20+02:00","lastContributor":{"id":"15143","username":"tyler.brandt","avatar":""},"lastPostId":9725,"author":{"id":"46875","username":"dominik_fritz-reicher","avatar":""},"sticky":false,"publicLabel":"","ideaStatus":{"name":"","textColor":"","backgroundColor":""},"hasBestAnswer":false,"likedOrVotedByCurrentUser":false,"unreadRepliesCount":0,"isUnreadPostCountEnabled":false,"isNew":false,"lastActivityAtRelative":"1 year ago","lastReplyPublicId":"81959"},"authors":{"15143":{"id":15143,"url":"\/members\/tyler-brandt-15143","name":"tyler.brandt","avatar":"","userTitle":"Skilled 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Debut","color":""},"postCount":1}},"isActivityPage":null,"showUnsubscribeBtn":null,"attachmentCdn":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/","isGuest":true,"csrfToken":"o05kaHrQIQn6-eVfsPL5Jayxw51BgfjplAlHgD0WMHM","hideCategoryMetadata":false,"phrases":{"Forum":{"thread.unsubscribe":"Unsubscribe","vraag":"Question","beantwoord":"Solved","topic.list.metadata.asked.in":"asked in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}"><div class="qa-topic-block topic-view js-thread js-thread-id-32700"><a data-track-type="click" data-element-name="Search result topic link" class="topic-view_link" href="https://community.freshworks.com/workflows-and-automations-11389/webhook-fails-during-workflow-automation-32700"></a><div class="topic-view_header"><div class="topic-view_header-item"><div class="avatar avatar" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/dominik-fritz-reicher-46875" rel="noreferrer"><div class="default-avatar avatar-variant-5">D</div><div class="profilelabel qa-profile-label"><img src="https://uploads-us-west-2.insided.com/freshworks-en/attachment/c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png" alt="Apprentice" title="Apprentice" /></div></a></div></div></div><div class="topic-view_header-items-gathered"><div class="topic-view_header-item"><span><a class="qa-username link--user rank--bold username hover-underline" style="color: ;" href="/members/dominik-fritz-reicher-46875">dominik_fritz-reicher</a></span><span class="user-title text--meta">Apprentice</span></div><a href="https://community.freshworks.com/workflows-and-automations-11389" data-track-type="click" data-element-name="Search result topic header link" class="topic-view_header-item text--meta"><div class="topic-view_header-item text--meta"><span>asked in</span> <span class="topic-view_header-item_category-link">Workflows and Automations</span></div></a></div></div><div class="topic-view_info"><div class="topic-view_body-container"><div class="topic-view_body" role="button" tabIndex="0"><div class="thread-list-block__title"><a href="https://community.freshworks.com/workflows-and-automations-11389/webhook-fails-during-workflow-automation-32700" data-track-type="click" data-element-name="Search result topic title link" class="qa-topic-title thread-list-block__title-link">Webhook fails during workflow automation</a><div class="tooltip tooltip--day tooltip--thread-type" title><div class="js-tooltip-trigger" aria-haspopup="true"><i class="icon--auto-width icon--question-circle" style></i></div></div></div><p class="thread-list-block__content qa-topic-content"><a href="https://community.freshworks.com/workflows-and-automations-11389/webhook-fails-during-workflow-automation-32700">Hello!I created the following workflow:Based on the workspace, different webhooks will be executed, but everytime it fails during the automatic workflow when a ticket was created.When I enter the ID and Subject manually and click on “Test Webhook” it works and the subject of the ticket will be changed as wished, but not during the automatic workflow.It only fails with the following message and no other informations will be written into the history:This is all information I get but not why it fails. Does anyone have an idea?Thank you very much!Best Regards,Dominik</a></p></div><div class="topic-view_footer "><div><button class="thread-meta-item thread-meta-item--hover-highlight thread-meta-item--likes qa-topic-meta-likes-icon" type="button"><span class="topic__likes-count"><i class="thread-meta-item__icon icon--auto-width icon--thumb-up"></i><span class="js-vote-count qa-topic-meta-likes-content test thread-meta-item__text">2</span></span></button></div><span class="thread-meta-item thread-meta-item--hover-highlight is-hidden-S"><a class="qa-topic-meta-views" data-track-type="click" data-element-name="Search result topic meta link" href="https://community.freshworks.com/workflows-and-automations-11389/webhook-fails-during-workflow-automation-32700"><span class="topic__views-count"><svg width="20" height="20" viewBox="0 0 20 20" class="thread-meta-item__icon icon--auto-width icon--eye"><path d="M10.0002 3.75C5.8335 3.75 2.27516 6.34167 0.833496 10C2.27516 13.6583 5.8335 16.25 10.0002 16.25C14.1668 16.25 17.7252 13.6583 19.1668 10C17.7252 6.34167 14.1668 3.75 10.0002 3.75ZM10.0002 14.1667C7.70016 14.1667 5.8335 12.3 5.8335 10C5.8335 7.7 7.70016 5.83333 10.0002 5.83333C12.3002 5.83333 14.1668 7.7 14.1668 10C14.1668 12.3 12.3002 14.1667 10.0002 14.1667ZM10.0002 7.5C8.61683 7.5 7.50016 8.61667 7.50016 10C7.50016 11.3833 8.61683 12.5 10.0002 12.5C11.3835 12.5 12.5002 11.3833 12.5002 10C12.5002 8.61667 11.3835 7.5 10.0002 7.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text">157</span></span></a></span><span class="thread-meta-item thread-meta-item--comments thread-meta-item--hover-highlight"><a class="qa-topic-meta-replies-icon" data-track-type="click" data-element-name="Search result topic last post link" href="https://community.freshworks.com/workflows-and-automations-11389/webhook-fails-during-workflow-automation-32700?postid=81959#post81959"><span class="topic__reply-count"><svg width="14" height="14" class="thread-meta-item__icon icon--auto-width icon--comment" viewBox="0 0 12 13"><path d="M10.8 0.5H1.2C0.54 0.5 0 1.04 0 1.7V12.5L2.4 10.1H10.8C11.46 10.1 12 9.56 12 8.9V1.7C12 1.04 11.46 0.5 10.8 0.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text">4</span></span></a></span><span class="thread-meta-item thread-meta-item--last-update thread-meta-item--hover-highlight"><div class="avatar avatar--XS thread-meta-item__icon" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/tyler-brandt-15143" rel="noreferrer"><div class="default-avatar avatar-variant-3">T</div><div class="profilelabel qa-profile-label"><img src="https://uploads-us-west-2.insided.com/freshworks-en/attachment/1614c0e0-6203-4731-9f87-f539848f3810_thumb.png" alt="Skilled Expert" title="Skilled Expert" /></div></a></div></div><a data-track-type="click" data-element-name="Search result topic post date link" class="qa-topic-meta-last-post-date-link" href="https://community.freshworks.com/workflows-and-automations-11389/webhook-fails-during-workflow-automation-32700?postid=81959#post81959"><time class="thread-meta-item__text" aria-label="Last post relative creation date" dateTime="2023-08-25T20:57:20.000Z">1 year ago</time></a></span></div></div></div></div></div> <div data-preact="destination/modules/Content/TopicList/TopicListItem" class="" data-props="{"topic":{"categoryUrl":"https:\/\/community.freshworks.com\/workflows-and-automations-11389","topicUrl":{"destination":"https:\/\/community.freshworks.com\/workflows-and-automations-11389\/how-to-add-custom-elements-in-freshworks-28131"},"id":"4298","publicId":"28131","title":"How to add custom elements in Freshworks?","content":"<p>Hi guys!<br \/>I\u2019d like to add in my freshsales dashboard a button in a contact section. 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When I press the button, I want to send the contact details to webhook to 3rd party service. What’s the best way to achieve that?</a></p></div><div class="topic-view_footer "><div><button class="thread-meta-item thread-meta-item--hover-highlight thread-meta-item--likes qa-topic-meta-likes-icon" type="button"><span class="topic__likes-count"><i class="thread-meta-item__icon icon--auto-width icon--thumb-up"></i><span class="js-vote-count qa-topic-meta-likes-content test thread-meta-item__text">0</span></span></button></div><span class="thread-meta-item thread-meta-item--hover-highlight is-hidden-S"><a class="qa-topic-meta-views" data-track-type="click" data-element-name="Search result topic meta link" href="https://community.freshworks.com/workflows-and-automations-11389/how-to-add-custom-elements-in-freshworks-28131"><span class="topic__views-count"><svg width="20" height="20" viewBox="0 0 20 20" class="thread-meta-item__icon icon--auto-width icon--eye"><path d="M10.0002 3.75C5.8335 3.75 2.27516 6.34167 0.833496 10C2.27516 13.6583 5.8335 16.25 10.0002 16.25C14.1668 16.25 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href="https://community.freshworks.com/workflows-and-automations-11389/linking-an-asset-to-a-service-request-ticket-from-within-a-work-flow-32457?postid=80838#post80838"><time class="thread-meta-item__text" aria-label="Last post relative creation date" dateTime="2023-07-27T06:42:29.000Z">1 year ago</time></a></span></div></div></div></div></div> <div data-preact="destination/modules/Content/TopicList/TopicListItem" class="" data-props="{"topic":{"categoryUrl":"https:\/\/community.freshworks.com\/workflows-and-automations-11389","topicUrl":{"destination":"https:\/\/community.freshworks.com\/workflows-and-automations-11389\/get-array-length-in-workflowautomator-32427"},"id":"6538","publicId":"32427","title":"Get Array Length in Workflowautomator","content":"<p>Hi,\u00a0<br \/><br \/>I want to monitor all of my Assets which are in stock.<br \/><br \/>So I created ah Workflow Automator which starts when a service request is raised, then I get all Assets with a GET request with a Filter in the URL. After that I use a JSON Parser to get the Array length. 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class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/ederphil-46143" rel="noreferrer"><div class="default-avatar avatar-variant-3">E</div><div class="profilelabel qa-profile-label"><img src="https://uploads-us-west-2.insided.com/freshworks-en/attachment/c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png" alt="Apprentice" title="Apprentice" /></div></a></div></div></div><div class="topic-view_header-items-gathered"><div class="topic-view_header-item"><span><a class="qa-username link--user rank--bold username hover-underline" style="color: ;" href="/members/ederphil-46143">ederphil</a></span><span class="user-title text--meta">Apprentice</span></div><a href="https://community.freshworks.com/workflows-and-automations-11389" data-track-type="click" data-element-name="Search result topic header link" class="topic-view_header-item text--meta"><div class="topic-view_header-item text--meta"><span>asked in</span> <span class="topic-view_header-item_category-link">Workflows and Automations</span></div></a></div></div><div class="topic-view_info"><div class="topic-view_body-container"><div class="topic-view_body" role="button" tabIndex="0"><div class="thread-list-block__title"><a href="https://community.freshworks.com/workflows-and-automations-11389/get-array-length-in-workflowautomator-32427" data-track-type="click" data-element-name="Search result topic title link" class="qa-topic-title thread-list-block__title-link">Get Array Length in Workflowautomator</a><div class="tooltip tooltip--day tooltip--thread-type" title><div class="js-tooltip-trigger" aria-haspopup="true"><i class="icon--auto-width icon--question-circle" style></i></div></div></div><p class="thread-list-block__content qa-topic-content"><a href="https://community.freshworks.com/workflows-and-automations-11389/get-array-length-in-workflowautomator-32427">Hi, I want to monitor all of my Assets which are in stock.So I created ah Workflow Automator which starts when a service request is raised, then I get all Assets with a GET request with a Filter in the URL. After that I use a JSON Parser to get the Array length. When the length is lower than for example 5 it should send an e-mail to the responsible person.The problem is that I get “true” back form the JSON-Parser.I hope you can help me. </a></p></div><div class="topic-view_footer "><div><button class="thread-meta-item thread-meta-item--hover-highlight thread-meta-item--likes qa-topic-meta-likes-icon" type="button"><span class="topic__likes-count"><i class="thread-meta-item__icon icon--auto-width icon--thumb-up"></i><span class="js-vote-count qa-topic-meta-likes-content test thread-meta-item__text">0</span></span></button></div><span class="thread-meta-item thread-meta-item--hover-highlight is-hidden-S"><a class="qa-topic-meta-views" data-track-type="click" data-element-name="Search result topic meta link" href="https://community.freshworks.com/workflows-and-automations-11389/get-array-length-in-workflowautomator-32427"><span class="topic__views-count"><svg width="20" height="20" viewBox="0 0 20 20" class="thread-meta-item__icon 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data-element-name="Search result topic header link" class="topic-view_header-item text--meta"><div class="topic-view_header-item text--meta"><span>asked in</span> <span class="topic-view_header-item_category-link">Workflows and Automations</span></div></a></div></div><div class="topic-view_info"><div class="topic-view_body-container"><div class="topic-view_body" role="button" tabIndex="0"><div class="thread-list-block__title"><a href="https://community.freshworks.com/workflows-and-automations-11389/auto-reply-21039" data-track-type="click" data-element-name="Search result topic title link" class="qa-topic-title thread-list-block__title-link">Auto Reply</a><div class="tooltip tooltip--day tooltip--thread-type" title><div class="js-tooltip-trigger" aria-haspopup="true"><i class="icon--auto-width icon--thread-solved" style></i></div></div></div><p class="thread-list-block__content qa-topic-content"><a href="https://community.freshworks.com/workflows-and-automations-11389/auto-reply-21039">This is very basic question if I just want to setup a auto-reply email to anyone who sends in a ticket or emails support, how would I do that?</a></p></div><div class="topic-view_footer "><div><button class="thread-meta-item thread-meta-item--hover-highlight thread-meta-item--likes qa-topic-meta-likes-icon" type="button"><span class="topic__likes-count"><i class="thread-meta-item__icon icon--auto-width icon--thumb-up"></i><span class="js-vote-count qa-topic-meta-likes-content test thread-meta-item__text">0</span></span></button></div><span class="thread-meta-item thread-meta-item--hover-highlight is-hidden-S"><a class="qa-topic-meta-views" data-track-type="click" data-element-name="Search result topic meta link" href="https://community.freshworks.com/workflows-and-automations-11389/auto-reply-21039"><span class="topic__views-count"><svg width="20" height="20" viewBox="0 0 20 20" 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Lifecycle Stages","content":"<p>Hi All,<\/p><p>I\u2019m in need of some help when setting up workflows in Freshworks.\u00a0<\/p><p>I have workflows that ensure deat stages trigger updates to contact lifecycle stages, however, I am running into an issue if a contact has multiple deals associated.<\/p><p>i.e. Contact 1 already has a Deal in the Won Stage<\/p><p>But, Contact 1\u00a0is also associated to another deal in the Discovery Stage<\/p><p>How do i prevent the workflows from automatically updating Contact 1\u2019s lifecycle stage back to Discovery?<\/p><p>The ideal workflow would be<\/p><p>IF Deal Stage is in Discovery<\/p><p>AND\u00a0Contact Lifecycle Stage is not in Won\u00a0<\/p><p>UPDATE Related Contacts Lifecycle Stage\u00a0<\/p><p>Although these joint workflows don\u2019t exist from what i can see.<\/p><p>Appreciate any advice from the Community on this :)<\/p>","categoryName":"Workflows and 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qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/james-s-43265" rel="noreferrer"><img role="img" src="https://uploads-us-west-2.insided.com/freshworks-en/icon/200x200/6ae115ad-4d00-4593-a72b-2c8257fed338.png" class="lazy" data-src="https://uploads-us-west-2.insided.com/freshworks-en/icon/200x200/6ae115ad-4d00-4593-a72b-2c8257fed338.png" style="width: 100%;" title alt="James S" /><div class="profilelabel qa-profile-label"><img src="https://uploads-us-west-2.insided.com/freshworks-en/attachment/c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png" alt="Apprentice" title="Apprentice" /></div></a></div></div></div><div class="topic-view_header-items-gathered"><div class="topic-view_header-item"><span><a class="qa-username link--user rank--bold username hover-underline" style="color: ;" href="/members/james-s-43265">James S</a></span><span class="user-title text--meta">Apprentice</span></div><a href="https://community.freshworks.com/workflows-and-automations-11389" data-track-type="click" data-element-name="Search result topic header link" class="topic-view_header-item text--meta"><div class="topic-view_header-item text--meta"><span>asked in</span> <span class="topic-view_header-item_category-link">Workflows and Automations</span></div></a></div></div><div class="topic-view_info"><div class="topic-view_body-container"><div class="topic-view_body" role="button" tabIndex="0"><div class="thread-list-block__title"><a href="https://community.freshworks.com/workflows-and-automations-11389/workflows-deals-updating-lifecycle-stages-30600" data-track-type="click" data-element-name="Search result topic title link" class="qa-topic-title thread-list-block__title-link">Workflows - Deals Updating Lifecycle Stages</a><div class="tooltip tooltip--day tooltip--thread-type" title><div class="js-tooltip-trigger" aria-haspopup="true"><i class="icon--auto-width icon--question-circle" 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I have workflows that ensure deat stages trigger updates to contact lifecycle stages, however, I am running into an issue if a contact has multiple deals associated.i.e. Contact 1 already has a Deal in the Won StageBut, Contact 1 is also associated to another deal in the Discovery StageHow do i prevent the workflows from automatically updating Contact 1’s lifecycle stage back to Discovery?The ideal workflow would beIF Deal Stage is in DiscoveryAND Contact Lifecycle Stage is not in Won UPDATE Related Contacts Lifecycle Stage Although these joint workflows don’t exist from what i can see.Appreciate any advice from the Community on this :)</a></p></div><div class="topic-view_footer "><div><button class="thread-meta-item thread-meta-item--hover-highlight thread-meta-item--likes qa-topic-meta-likes-icon" type="button"><span class="topic__likes-count"><i class="thread-meta-item__icon icon--auto-width icon--thumb-up"></i><span class="js-vote-count qa-topic-meta-likes-content test 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class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/kargup-40101" rel="noreferrer"><img role="img" src="https://uploads-us-west-2.insided.com/freshworks-en/icon/200x200/5af4f157-515a-4466-ab82-9ad206ce9c40.png" class="lazy" data-src="https://uploads-us-west-2.insided.com/freshworks-en/icon/200x200/5af4f157-515a-4466-ab82-9ad206ce9c40.png" style="width: 100%;" title alt="KarGup" /><div class="profilelabel qa-profile-label"><img src="https://uploads-us-west-2.insided.com/freshworks-en/attachment/c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png" alt="Apprentice" title="Apprentice" /></div></a></div></div></div><div class="topic-view_header-items-gathered"><div class="topic-view_header-item"><span><a class="qa-username link--user rank--bold username hover-underline" style="color: ;" href="/members/kargup-40101">KarGup</a></span><span class="user-title text--meta">Apprentice</span></div><a href="https://community.freshworks.com/workflows-and-automations-11389" data-track-type="click" data-element-name="Search result topic header link" class="topic-view_header-item text--meta"><div class="topic-view_header-item text--meta"><span>asked in</span> <span class="topic-view_header-item_category-link">Workflows and Automations</span></div></a></div></div><div class="topic-view_info"><div class="topic-view_body-container"><div class="topic-view_body" role="button" tabIndex="0"><div class="thread-list-block__title"><a href="https://community.freshworks.com/workflows-and-automations-11389/assigning-default-values-for-a-single-field-or-for-dependent-field-27339" data-track-type="click" data-element-name="Search result topic title link" class="qa-topic-title thread-list-block__title-link">Assigning Default values for a single field, or for dependent field.</a><div class="tooltip tooltip--day tooltip--thread-type" title><div class="js-tooltip-trigger" aria-haspopup="true"><i class="icon--auto-width icon--question-circle" style></i></div></div></div><p class="thread-list-block__content qa-topic-content"><a href="https://community.freshworks.com/workflows-and-automations-11389/assigning-default-values-for-a-single-field-or-for-dependent-field-27339">Hi,I’m trying to reduce the fields requiring manual entries and thus want to auto populate a field called country code dependent on the country picked. Example India → 91, US → 1, etc. This is 1 to 1 mapping hence the values should be assigned by default when picking a country. Unable to do so by making it a dependent field, because even then it shows the option in a dropdown and not by default. Also, if someone can help create default values for a lot of fields it would help out. As of now all custom fields default to blanks. It should be easy to pick one option as a default field. </a></p></div><div class="topic-view_footer "><div><button class="thread-meta-item thread-meta-item--hover-highlight thread-meta-item--likes qa-topic-meta-likes-icon" type="button"><span class="topic__likes-count"><i class="thread-meta-item__icon icon--auto-width icon--thumb-up"></i><span class="js-vote-count qa-topic-meta-likes-content test thread-meta-item__text">1</span></span></button></div><span class="thread-meta-item thread-meta-item--hover-highlight is-hidden-S"><a class="qa-topic-meta-views" data-track-type="click" data-element-name="Search result topic meta link" href="https://community.freshworks.com/workflows-and-automations-11389/assigning-default-values-for-a-single-field-or-for-dependent-field-27339"><span class="topic__views-count"><svg width="20" height="20" viewBox="0 0 20 20" class="thread-meta-item__icon icon--auto-width icon--eye"><path d="M10.0002 3.75C5.8335 3.75 2.27516 6.34167 0.833496 10C2.27516 13.6583 5.8335 16.25 10.0002 16.25C14.1668 16.25 17.7252 13.6583 19.1668 10C17.7252 6.34167 14.1668 3.75 10.0002 3.75ZM10.0002 14.1667C7.70016 14.1667 5.8335 12.3 5.8335 10C5.8335 7.7 7.70016 5.83333 10.0002 5.83333C12.3002 5.83333 14.1668 7.7 14.1668 10C14.1668 12.3 12.3002 14.1667 10.0002 14.1667ZM10.0002 7.5C8.61683 7.5 7.50016 8.61667 7.50016 10C7.50016 11.3833 8.61683 12.5 10.0002 12.5C11.3835 12.5 12.5002 11.3833 12.5002 10C12.5002 8.61667 11.3835 7.5 10.0002 7.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text">166</span></span></a></span><span class="thread-meta-item thread-meta-item--comments thread-meta-item--hover-highlight"><a class="qa-topic-meta-replies-icon" data-track-type="click" data-element-name="Search result topic last post link" href="https://community.freshworks.com/workflows-and-automations-11389/assigning-default-values-for-a-single-field-or-for-dependent-field-27339?postid=70316#post70316"><span class="topic__reply-count"><svg width="14" height="14" class="thread-meta-item__icon icon--auto-width icon--comment" viewBox="0 0 12 13"><path d="M10.8 0.5H1.2C0.54 0.5 0 1.04 0 1.7V12.5L2.4 10.1H10.8C11.46 10.1 12 9.56 12 8.9V1.7C12 1.04 11.46 0.5 10.8 0.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text">1</span></span></a></span><span class="thread-meta-item thread-meta-item--last-update thread-meta-item--hover-highlight"><div class="avatar avatar--XS thread-meta-item__icon" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/aishwarya-parthasarathi-30022" rel="noreferrer"><img role="img" src="https://uploads-us-west-2.insided.com/freshworks-en/icon/200x200/7f725694-1022-4b74-884a-a31c05259aa0.png" class="lazy" data-src="https://uploads-us-west-2.insided.com/freshworks-en/icon/200x200/7f725694-1022-4b74-884a-a31c05259aa0.png" style="width: 100%;" title alt="Aishwarya Parthasarathi" /><div class="profilelabel qa-profile-label"><img src="https://uploads-us-west-2.insided.com/freshworks-en/attachment/cc6b4106-d4de-4efd-a298-a768bdf775e0_thumb.png" alt="Top Contributor" title="Top Contributor" /></div></a></div></div><a data-track-type="click" data-element-name="Search result topic post date link" class="qa-topic-meta-last-post-date-link" href="https://community.freshworks.com/workflows-and-automations-11389/assigning-default-values-for-a-single-field-or-for-dependent-field-27339?postid=70316#post70316"><time class="thread-meta-item__text" aria-label="Last post relative creation date" dateTime="2022-12-13T05:20:57.000Z">2 years ago</time></a></span></div></div></div></div></div> <div data-preact="destination/modules/Content/TopicList/TopicListItem" class="" data-props="{"topic":{"categoryUrl":"https:\/\/community.freshworks.com\/workflows-and-automations-11389","topicUrl":{"destination":"https:\/\/community.freshworks.com\/workflows-and-automations-11389\/sales-automation-27181"},"id":"3886","publicId":"27181","title":"Sales Automation","content":"<p><span style=\"background-color:transparent;color:#000000;\">The responsibilities of a sales manager are vastly different from that of a sales rep. 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href="https://community.freshworks.com/workflows-and-automations-11389" data-track-type="click" data-element-name="Search result topic header link" class="topic-view_header-item text--meta"><div class="topic-view_header-item text--meta"><span>asked in</span> <span class="topic-view_header-item_category-link">Workflows and Automations</span></div></a></div></div><div class="topic-view_info"><div class="topic-view_body-container"><div class="topic-view_body" role="button" tabIndex="0"><div class="thread-list-block__title"><a href="https://community.freshworks.com/workflows-and-automations-11389/sales-automation-27181" data-track-type="click" data-element-name="Search result topic title link" class="qa-topic-title thread-list-block__title-link">Sales Automation</a><div class="tooltip tooltip--day tooltip--thread-type" title><div class="js-tooltip-trigger" aria-haspopup="true"><i class="icon--auto-width icon--question-circle" style></i></div></div></div><p class="thread-list-block__content qa-topic-content"><a href="https://community.freshworks.com/workflows-and-automations-11389/sales-automation-27181">The responsibilities of a sales manager are vastly different from that of a sales rep. From increasing revenue and profitability to ensuring the team meets targets, a lot rests on their shoulders. How do they manage so many tasks simultaneously during the busiest quarter of the year? The answer lies in automation. So what are some sales automation features to keep an eye out on?</a></p></div><div class="topic-view_footer "><div><button class="thread-meta-item thread-meta-item--hover-highlight thread-meta-item--likes qa-topic-meta-likes-icon" type="button"><span class="topic__likes-count"><i class="thread-meta-item__icon icon--auto-width icon--thumb-up"></i><span class="js-vote-count qa-topic-meta-likes-content test thread-meta-item__text">3</span></span></button></div><span class="thread-meta-item thread-meta-item--hover-highlight is-hidden-S"><a class="qa-topic-meta-views" data-track-type="click" data-element-name="Search result topic meta link" href="https://community.freshworks.com/workflows-and-automations-11389/sales-automation-27181"><span class="topic__views-count"><svg width="20" height="20" viewBox="0 0 20 20" class="thread-meta-item__icon icon--auto-width icon--eye"><path d="M10.0002 3.75C5.8335 3.75 2.27516 6.34167 0.833496 10C2.27516 13.6583 5.8335 16.25 10.0002 16.25C14.1668 16.25 17.7252 13.6583 19.1668 10C17.7252 6.34167 14.1668 3.75 10.0002 3.75ZM10.0002 14.1667C7.70016 14.1667 5.8335 12.3 5.8335 10C5.8335 7.7 7.70016 5.83333 10.0002 5.83333C12.3002 5.83333 14.1668 7.7 14.1668 10C14.1668 12.3 12.3002 14.1667 10.0002 14.1667ZM10.0002 7.5C8.61683 7.5 7.50016 8.61667 7.50016 10C7.50016 11.3833 8.61683 12.5 10.0002 12.5C11.3835 12.5 12.5002 11.3833 12.5002 10C12.5002 8.61667 11.3835 7.5 10.0002 7.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text">55</span></span></a></span><span class="thread-meta-item thread-meta-item--comments thread-meta-item--hover-highlight"><a class="qa-topic-meta-replies-icon" data-track-type="click" data-element-name="Search result topic last post link" href="https://community.freshworks.com/workflows-and-automations-11389/sales-automation-27181?postid=70108#post70108"><span class="topic__reply-count"><svg width="14" height="14" class="thread-meta-item__icon icon--auto-width icon--comment" viewBox="0 0 12 13"><path d="M10.8 0.5H1.2C0.54 0.5 0 1.04 0 1.7V12.5L2.4 10.1H10.8C11.46 10.1 12 9.56 12 8.9V1.7C12 1.04 11.46 0.5 10.8 0.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text">3</span></span></a></span><span class="thread-meta-item thread-meta-item--last-update thread-meta-item--hover-highlight"><div class="avatar avatar--XS thread-meta-item__icon" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/manasa-kumar-30200" rel="noreferrer"><img role="img" src="https://uploads-us-west-2.insided.com/freshworks-en/icon/200x200/ed646d50-6776-4c11-b37f-a7fae7c70167.png" class="lazy" data-src="https://uploads-us-west-2.insided.com/freshworks-en/icon/200x200/ed646d50-6776-4c11-b37f-a7fae7c70167.png" style="width: 100%;" title alt="Manasa Kumar" /><div class="profilelabel qa-profile-label"><img src="https://uploads-us-west-2.insided.com/freshworks-en/attachment/1614c0e0-6203-4731-9f87-f539848f3810_thumb.png" alt="Skilled Expert" title="Skilled Expert" /></div></a></div></div><a data-track-type="click" data-element-name="Search result topic post date link" class="qa-topic-meta-last-post-date-link" href="https://community.freshworks.com/workflows-and-automations-11389/sales-automation-27181?postid=70108#post70108"><time class="thread-meta-item__text" aria-label="Last post relative creation date" dateTime="2022-12-06T10:26:29.000Z">2 years ago</time></a></span></div></div></div></div></div> <div data-preact="destination/modules/Content/TopicList/TopicListItem" class="" data-props="{"topic":{"categoryUrl":"https:\/\/community.freshworks.com\/workflows-and-automations-11389","topicUrl":{"destination":"https:\/\/community.freshworks.com\/workflows-and-automations-11389\/maximize-black-friday-sales-using-a-crm-26927"},"id":"18350","publicId":"26927","title":"Maximize Black Friday sales using a CRM","content":"<p><span style=\"background-color:transparent;color:#000000;\">Since its inception during the first Macy\u2019s Thanksgiving Day Parade in 1924, Black Friday today is a weekend-long extravaganza, stretching to include Thanksgiving and Cyber Monday.<\/span><strong> <\/strong><span style=\"background-color:transparent;color:#000000;\">With the popularity of online shopping today, retailers need to utilize the technology at their disposal to nurture and convert customers eager for Black Friday deals. A Customer relationship management (CRM) software is a great way to manage the rush, cement new deals, and improve customer experiences during the holiday season.\u00a0<\/span><\/p><p>\u00a0<\/p><p><span style=\"background-color:transparent;color:#000000;\">Here are some <\/span><a href=\"https:\/\/www.freshworks.com\/crm\/crm-black-friday-sales-blog-blog\/?utm_source=freshsales&amp;utm_medium=community&amp;utm_campaign=crm&amp;utm_id=black-friday-sales\" target=\"_blank\" rel=\"noreferrer noopener\"><u>CRM tactics<\/u><\/a><span style=\"background-color:transparent;color:#000000;\"> that will help you make the most of the Black Friday rush.\u00a0<\/span><\/p><p>\u00a0<\/p><p><strong>1. Get to know your customers: <\/strong><span style=\"background-color:transparent;color:#000000;\">A CRM can help you organize any data you have about your customers and prospects, from their demographic information to their browsing habits and use that data productively. Built-in analytics will help you gather context to understand buyer intent better and tailor your marketing accordingly.<\/span><\/p><p>\u00a0<\/p><p><strong>2. Personalize your emails: <\/strong><span style=\"background-color:transparent;color:#000000;\">Invest your time and money into personalized emails for prospects who actually want to receive them. You will have more luck converting a lead who signed up for more information and can benefit from a tailored pitch than you will while cold contacting people who might not be looking for your products or services.\u00a0<\/span><\/p><p>\u00a0<\/p><p><strong>3. Group leads intelligently: <\/strong><span style=\"background-color:transparent;color:#000000;\">The right CRM software, like <\/span><a href=\"https:\/\/www.freshworks.com\/crm\/suite\/\" target=\"_blank\" rel=\"noreferrer noopener\"><u>Freshsales Suite<\/u><\/a><span style=\"background-color:transparent;color:#000000;\"> will make grouping leads easier by comparing each new lead to predetermined categories of characteristics or groupings like demographics or industry. Once you have your contacts segmented, it\u2019s easier to search by age group, location, or any other relevant data to your marketing needs.\u00a0<\/span><\/p><p>\u00a0<\/p><p><strong>4. Lead scoring: <\/strong><span style=\"background-color:transparent;color:#000000;\">A CRM software can help with lead scoring, so you don\u2019t waste time on leads that are unlikely to convert. The CRM can help you identify the highest value prospects to prioritize your time and resources better.\u00a0<\/span><\/p><p>\u00a0<\/p><p><strong>5. Take advantage of automation: <\/strong><span style=\"background-color:transparent;color:#000000;\">You can trigger different messaging for different personas at different stages of the buyer journey. Writing and scheduling your emails and SMS ahead of time will be much more efficient than writing each message right before sending it. While the content should be personalized, the sending can be triggered to automatically go out to contact at different times or based on different user actions.\u00a0<\/span><\/p><p>\u00a0<\/p><p><strong>6. Reconnect with existing customers: <\/strong><span style=\"background-color:transparent;color:#000000;\">A<\/span><strong> <\/strong><span style=\"background-color:transparent;color:#000000;\">CRM can help you target unengaged customers and get them to buy from you again. You can automate follow-up communications, so customers don\u2019t feel ignored. With subscription-based models, you can send automotive renewal reminders so your customers remember that they are subscribing to your service and get back into regular use.\u00a0<\/span><\/p><p>\u00a0<\/p><p><strong>7. Follow up with cold leads: <\/strong><span style=\"background-color:transparent;color:#000000;\">If a prospect showed initial interest and then didn\u2019t follow up, it may be time to follow up with them. CRM data can help you detect this behavior and address it by reminding you to contact them or nurturing prospects with content tailored to their interests.\u00a0<\/span><\/p><p>\u00a0<\/p><p><strong>8. Know when to sell: <\/strong><span style=\"background-color:transparent;color:#000000;\">AI-powered data insights can help you make better sales decisions by helping you better understand your customers\u2019 needs at different stages of their journey.\u00a0\u00a0<\/span><\/p><p>\u00a0<\/p><p><strong>9. Integrate seamlessly: <\/strong><span style=\"background-color:transparent;color:#000000;\">When choosing CRM software, you want to make sure it integrates with other business-critical software. Keeping all this straight will make things much easier when it comes time to follow up with old subscribers and get them reengaged. Plus, when Black Friday brings in an influx of web traffic, you don\u2019t want your checkout process, chat features, or anything else to be bogged down.\u00a0<\/span><\/p><p>\u00a0<\/p><p><strong>10. See how campaigns are performing: <\/strong><span style=\"background-color:transparent;color:#000000;\">\u00a0A CRM software can generate detailed reports on your campaigns and see how they compare to past ones so you can adapt your messaging as you go. You can also determine whether you\u2019re sending your emails to the right person.\u00a0<\/span><\/p><p>\u00a0<\/p><p><strong>11. Identify upselling opportunities: <\/strong><span style=\"background-color:transparent;color:#000000;\">Email monitoring is an excellent way to identify promising sales opportunities based on engagement. You can see if an email is opened and when and whether the recipient takes any action. Someone who opens your email immediately and clicks a link to your site is probably a better lead than someone who only opens one out of every three emails.\u00a0<\/span><\/p><p>\u00a0<\/p><p><strong>12. Automate triggered responses: <\/strong><span style=\"background-color:transparent;color:#000000;\">Good CRM email tracking will let you set up automatic emails based on actions and insights. Always be clear in your messaging about why they are receiving the email so they trust the legitimacy and respond promptly to your call to action.\u00a0<\/span><\/p><p><br \/><strong>13. Leverage chatbots: <\/strong><span style=\"background-color:transparent;color:#000000;\">Robust CRM solutions will offer chat campaigns as part of good customer management. 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qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/shivani-12-36892" rel="noreferrer"><img role="img" src="https://uploads-us-west-2.insided.com/freshworks-en/icon/200x200/756be2bf-fa20-4670-908b-f44bd3da9712.png" class="lazy" data-src="https://uploads-us-west-2.insided.com/freshworks-en/icon/200x200/756be2bf-fa20-4670-908b-f44bd3da9712.png" style="width: 100%;" title alt="shivani.12" /><div class="profilelabel qa-profile-label"><img src="https://uploads-us-west-2.insided.com/freshworks-en/attachment/cc6b4106-d4de-4efd-a298-a768bdf775e0_thumb.png" alt="Top Contributor" title="Top Contributor" /></div></a></div></div></div><div class="topic-view_header-items-gathered"><div class="topic-view_header-item"><span><a class="qa-username link--user username hover-underline" style="color: ;" href="/members/shivani-12-36892">shivani.12</a></span><span class="user-title text--meta">Top Contributor</span></div><a href="https://community.freshworks.com/workflows-and-automations-11389" data-track-type="click" data-element-name="Search result topic header link" class="topic-view_header-item text--meta"><div class="topic-view_header-item text--meta"><span>posted in</span> <span class="topic-view_header-item_category-link">Workflows and Automations</span></div></a></div></div><div class="topic-view_info"><div class="topic-view_body-container"><div class="topic-view_body" role="button" tabIndex="0"><div class="thread-list-block__title"><a href="https://community.freshworks.com/workflows-and-automations-11389/maximize-black-friday-sales-using-a-crm-26927" data-track-type="click" data-element-name="Search result topic title link" class="qa-topic-title thread-list-block__title-link">Maximize Black Friday sales using a CRM</a></div><p class="thread-list-block__content qa-topic-content"><a href="https://community.freshworks.com/workflows-and-automations-11389/maximize-black-friday-sales-using-a-crm-26927">Since its inception during the first Macy’s Thanksgiving Day Parade in 1924, Black Friday today is a weekend-long extravaganza, stretching to include Thanksgiving and Cyber Monday. With the popularity of online shopping today, retailers need to utilize the technology at their disposal to nurture and convert customers eager for Black Friday deals. A Customer relationship management (CRM) software is a great way to manage the rush, cement new deals, and improve customer experiences during the holiday season. Here are some CRM tactics that will help you make the most of the Black Friday rush. 1. Get to know your customers: A CRM can help you organize any data you have about your customers and prospects, from their demographic information to their browsing habits and use that data productively. Built-in analytics will help you gather context to understand buyer intent better and tailor your marketing accordingly. 2. Personalize your emails: Invest your time and money into personalized em</a></p></div><div class="topic-view_footer "><div><button class="thread-meta-item thread-meta-item--hover-highlight thread-meta-item--likes qa-topic-meta-likes-icon" type="button"><span class="topic__likes-count"><i class="thread-meta-item__icon icon--auto-width icon--thumb-up"></i><span class="js-vote-count qa-topic-meta-likes-content test thread-meta-item__text">1</span></span></button></div><span class="thread-meta-item thread-meta-item--hover-highlight is-hidden-S"><a class="qa-topic-meta-views" data-track-type="click" data-element-name="Search result topic meta link" href="https://community.freshworks.com/workflows-and-automations-11389/maximize-black-friday-sales-using-a-crm-26927"><span class="topic__views-count"><svg width="20" height="20" viewBox="0 0 20 20" class="thread-meta-item__icon icon--auto-width icon--eye"><path d="M10.0002 3.75C5.8335 3.75 2.27516 6.34167 0.833496 10C2.27516 13.6583 5.8335 16.25 10.0002 16.25C14.1668 16.25 17.7252 13.6583 19.1668 10C17.7252 6.34167 14.1668 3.75 10.0002 3.75ZM10.0002 14.1667C7.70016 14.1667 5.8335 12.3 5.8335 10C5.8335 7.7 7.70016 5.83333 10.0002 5.83333C12.3002 5.83333 14.1668 7.7 14.1668 10C14.1668 12.3 12.3002 14.1667 10.0002 14.1667ZM10.0002 7.5C8.61683 7.5 7.50016 8.61667 7.50016 10C7.50016 11.3833 8.61683 12.5 10.0002 12.5C11.3835 12.5 12.5002 11.3833 12.5002 10C12.5002 8.61667 11.3835 7.5 10.0002 7.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text">53</span></span></a></span><span class="thread-meta-item thread-meta-item--comments thread-meta-item--hover-highlight"><a class="qa-topic-meta-replies-icon" data-track-type="click" data-element-name="Search result topic last post link" href="https://community.freshworks.com/workflows-and-automations-11389/maximize-black-friday-sales-using-a-crm-26927"><span class="topic__reply-count"><svg width="14" height="14" class="thread-meta-item__icon icon--auto-width icon--comment" viewBox="0 0 12 13"><path d="M10.8 0.5H1.2C0.54 0.5 0 1.04 0 1.7V12.5L2.4 10.1H10.8C11.46 10.1 12 9.56 12 8.9V1.7C12 1.04 11.46 0.5 10.8 0.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text">1</span></span></a></span><span class="thread-meta-item thread-meta-item--last-update thread-meta-item--hover-highlight"><div class="avatar avatar--XS thread-meta-item__icon" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/shivani-12-36892" rel="noreferrer"><img role="img" src="https://uploads-us-west-2.insided.com/freshworks-en/icon/200x200/756be2bf-fa20-4670-908b-f44bd3da9712.png" class="lazy" data-src="https://uploads-us-west-2.insided.com/freshworks-en/icon/200x200/756be2bf-fa20-4670-908b-f44bd3da9712.png" style="width: 100%;" title alt="shivani.12" /><div class="profilelabel qa-profile-label"><img src="https://uploads-us-west-2.insided.com/freshworks-en/attachment/cc6b4106-d4de-4efd-a298-a768bdf775e0_thumb.png" alt="Top Contributor" title="Top Contributor" /></div></a></div></div><a data-track-type="click" data-element-name="Search result topic post date link" class="qa-topic-meta-last-post-date-link" href="https://community.freshworks.com/workflows-and-automations-11389/maximize-black-friday-sales-using-a-crm-26927"><time class="thread-meta-item__text" aria-label="Last post relative creation date" dateTime="2022-11-17T08:00:27.000Z">2 years ago</time></a></span></div></div></div></div></div> <div data-preact="destination/modules/Content/TopicList/TopicListItem" class="" data-props="{"topic":{"categoryUrl":"https:\/\/community.freshworks.com\/workflows-and-automations-11389","topicUrl":{"destination":"https:\/\/community.freshworks.com\/workflows-and-automations-11389\/sales-automation-features-you-need-26658"},"id":"18330","publicId":"26658","title":"Sales Automation Features You Need","content":"<p><span style=\"background-color:transparent;color:#000000;\">The responsibilities of a sales manager are vastly different from that of a sales rep. From increasing revenue and profitability to ensuring your team meets targets, a lot rests on your shoulder. Enter automation to the rescue. But, just like the tasks, your requirements for sales automation are also different.<\/span><\/p><p>\u00a0<\/p><p><span style=\"background-color:transparent;color:#000000;\">Here are some <\/span><a href=\"https:\/\/www.freshworks.com\/crm\/sales\/sales-automation-software-blog\/?utm_source=freshsales&amp;utm_medium=community&amp;utm_campaign=crm&amp;utm_id=sales-automation\" target=\"_blank\" rel=\"noreferrer noopener\"><u>sales automation<\/u><\/a><span style=\"background-color:transparent;color:#000000;\"> features you should look for while purchasing a CRM.\u00a0<\/span><\/p><p>\u00a0<\/p><p><strong>1. Visual representation of sales data: <\/strong><span style=\"background-color:transparent;color:#000000;\">The amount of data a sales manager has to sift through may be overwhelming. Especially when you are putting together monthly or quarterly numbers to present to the upper management. You also have to evaluate the performance of your sales reps and understand how you can optimize it for better results. With a CRM, you can automatically generate and schedule reports for yourself, giving you the option to customize them according to various attributes and factors. This helps you save time, track your sales cycle, streamline efficiency, and reduce mistakes.<\/span><\/p><p>\u00a0<\/p><p><strong>2. Sales territory assignment: <\/strong><span style=\"background-color:transparent;color:#000000;\">Often, sales reps are spread across different cities and towns, especially with the remote working phenomenon sweeping over companies. Using territories, you can help your sales reps generate new leads and hit their sales quotas in a particular region. A CRM can help you assign sales reps according to your chosen condition \u2013 round robin basis or according to different regions. You can decide how leads are assigned to reps - and this task can be automated too.\u00a0<\/span><\/p><p>\u00a0<\/p><p><strong>3. Assigning scores to leads: <\/strong><span style=\"background-color:transparent;color:#000000;\">Your sales team has a vast pool of leads, and they are not sure which leads to go after. As a manager, you must set the criteria for your sales reps. You have to define which type of leads are promising. You can call the shots by setting the minimum requirement for lead scores - based on cues from leads. Your sales reps can invest their efforts more on leads ranked by a lead scoring tool.\u00a0<\/span><\/p><p>\u00a0<\/p><p><strong>4. Sales Pipeline: <\/strong><span style=\"background-color:transparent;color:#000000;\">It\u2019s hard to keep track of deals in your pipeline - especially if some leads are unsure of your product. A CRM can provide a much-needed visual representation of deals in your pipeline. It can also spot deals rotting away and help your sales team take quick action. Knowing which deals will convert within a specific time frame also helps you be aware of the revenue you will make during that particular period.\u00a0<\/span><\/p><p><br \/><strong>5. Sales forecasting: <\/strong><span style=\"background-color:transparent;color:#000000;\">Looking into the future may not be possible, but having a tool that can help predict revenue and let you know if things are on track. A CRM with sales automation capabilities can help you predict the revenue your company will make in a certain period or plan your sales activities accordingly. <\/span><\/p>","categoryName":"Workflows and 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href="https://community.freshworks.com/workflows-and-automations-11389" data-track-type="click" data-element-name="Search result topic header link" class="topic-view_header-item text--meta"><div class="topic-view_header-item text--meta"><span>posted in</span> <span class="topic-view_header-item_category-link">Workflows and Automations</span></div></a></div></div><div class="topic-view_info"><div class="topic-view_body-container"><div class="topic-view_body" role="button" tabIndex="0"><div class="thread-list-block__title"><a href="https://community.freshworks.com/workflows-and-automations-11389/sales-automation-features-you-need-26658" data-track-type="click" data-element-name="Search result topic title link" class="qa-topic-title thread-list-block__title-link">Sales Automation Features You Need</a></div><p class="thread-list-block__content qa-topic-content"><a href="https://community.freshworks.com/workflows-and-automations-11389/sales-automation-features-you-need-26658">The responsibilities of a sales manager are vastly different from that of a sales rep. From increasing revenue and profitability to ensuring your team meets targets, a lot rests on your shoulder. Enter automation to the rescue. But, just like the tasks, your requirements for sales automation are also different. Here are some sales automation features you should look for while purchasing a CRM. 1. Visual representation of sales data: The amount of data a sales manager has to sift through may be overwhelming. Especially when you are putting together monthly or quarterly numbers to present to the upper management. You also have to evaluate the performance of your sales reps and understand how you can optimize it for better results. With a CRM, you can automatically generate and schedule reports for yourself, giving you the option to customize them according to various attributes and factors. This helps you save time, track your sales cycle, streamline efficiency, and reduce mistakes. 2. </a></p></div><div class="topic-view_footer "><div><button class="thread-meta-item thread-meta-item--hover-highlight thread-meta-item--likes qa-topic-meta-likes-icon" type="button"><span class="topic__likes-count"><i class="thread-meta-item__icon icon--auto-width icon--thumb-up"></i><span class="js-vote-count qa-topic-meta-likes-content test thread-meta-item__text">2</span></span></button></div><span class="thread-meta-item thread-meta-item--hover-highlight is-hidden-S"><a class="qa-topic-meta-views" data-track-type="click" data-element-name="Search result topic meta link" href="https://community.freshworks.com/workflows-and-automations-11389/sales-automation-features-you-need-26658"><span class="topic__views-count"><svg width="20" height="20" viewBox="0 0 20 20" class="thread-meta-item__icon icon--auto-width icon--eye"><path d="M10.0002 3.75C5.8335 3.75 2.27516 6.34167 0.833496 10C2.27516 13.6583 5.8335 16.25 10.0002 16.25C14.1668 16.25 17.7252 13.6583 19.1668 10C17.7252 6.34167 14.1668 3.75 10.0002 3.75ZM10.0002 14.1667C7.70016 14.1667 5.8335 12.3 5.8335 10C5.8335 7.7 7.70016 5.83333 10.0002 5.83333C12.3002 5.83333 14.1668 7.7 14.1668 10C14.1668 12.3 12.3002 14.1667 10.0002 14.1667ZM10.0002 7.5C8.61683 7.5 7.50016 8.61667 7.50016 10C7.50016 11.3833 8.61683 12.5 10.0002 12.5C11.3835 12.5 12.5002 11.3833 12.5002 10C12.5002 8.61667 11.3835 7.5 10.0002 7.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text">17</span></span></a></span><span class="thread-meta-item thread-meta-item--comments thread-meta-item--hover-highlight"><a class="qa-topic-meta-replies-icon" data-track-type="click" data-element-name="Search result topic last post link" href="https://community.freshworks.com/workflows-and-automations-11389/sales-automation-features-you-need-26658"><span class="topic__reply-count"><svg width="14" height="14" class="thread-meta-item__icon icon--auto-width icon--comment" viewBox="0 0 12 13"><path d="M10.8 0.5H1.2C0.54 0.5 0 1.04 0 1.7V12.5L2.4 10.1H10.8C11.46 10.1 12 9.56 12 8.9V1.7C12 1.04 11.46 0.5 10.8 0.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text">0</span></span></a></span><span class="thread-meta-item thread-meta-item--last-update thread-meta-item--hover-highlight"><div class="avatar avatar--XS thread-meta-item__icon" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/shivani-12-36892" rel="noreferrer"><img role="img" src="https://uploads-us-west-2.insided.com/freshworks-en/icon/200x200/756be2bf-fa20-4670-908b-f44bd3da9712.png" class="lazy" data-src="https://uploads-us-west-2.insided.com/freshworks-en/icon/200x200/756be2bf-fa20-4670-908b-f44bd3da9712.png" style="width: 100%;" title alt="shivani.12" /><div class="profilelabel qa-profile-label"><img src="https://uploads-us-west-2.insided.com/freshworks-en/attachment/cc6b4106-d4de-4efd-a298-a768bdf775e0_thumb.png" alt="Top Contributor" title="Top Contributor" /></div></a></div></div><a data-track-type="click" data-element-name="Search result topic post date link" class="qa-topic-meta-last-post-date-link" href="https://community.freshworks.com/workflows-and-automations-11389/sales-automation-features-you-need-26658"><time class="thread-meta-item__text" aria-label="Last post relative creation date" dateTime="2022-10-31T03:52:53.000Z">2 years ago</time></a></span></div></div></div></div></div> <div data-preact="destination/modules/Content/TopicList/TopicListItem" class="" data-props="{"topic":{"categoryUrl":"https:\/\/community.freshworks.com\/workflows-and-automations-11389","topicUrl":{"destination":"https:\/\/community.freshworks.com\/workflows-and-automations-11389\/inside-sales-vs-outside-sales-26425"},"id":"18302","publicId":"26425","title":"Inside sales vs outside sales","content":"<p><span style=\"background-color:transparent;color:#000000;\">\u2018To be or not to be?\u2019 Hamlet once asked. For sales leaders however, the question has always been \u2018Inside sales or outside sales?\u2019\u00a0<\/span><\/p><p>\u00a0<\/p><p><span style=\"background-color:transparent;color:#000000;\">There are many factors to consider while determining whether your company needs an <\/span><a href=\"https:\/\/www.freshworks.com\/crm\/sales\/inside-sales-vs-outside-sales\/?utm_source=freshsales&amp;utm_medium=community&amp;utm_campaign=crm&amp;utm_id=inside-outside-sales\" target=\"_blank\" rel=\"noreferrer noopener\"><u>inside or outside sales model<\/u><\/a><span style=\"background-color:transparent;color:#000000;\">.\u00a0<\/span><\/p><p>\u00a0<\/p><p><span style=\"background-color:transparent;color:#000000;\">Inside sales is a team dedicated to selling remotely from an office. Instead of traveling to meet with prospects in person, inside sales representatives talk with leads over the phone, via email, and video chat.\u00a0<\/span><\/p><p>\u00a0<\/p><p><span style=\"background-color:transparent;color:#000000;\">Meanwhile, outside sales refers to sales reps \"in the field.\" While they may still spend time in an office, outside sales reps meet with clients face-to-face, too, often traveling to do so.<\/span><\/p><p>\u00a0<\/p><p><span style=\"background-color:transparent;color:#000000;\">Here are some tools that can be used for both sales models:<\/span><\/p><p>\u00a0<\/p><p><strong>1. Sales calling tools: <\/strong><span style=\"background-color:transparent;color:#000000;\">A great sales calling tool tracks and records calls, lets reps view context and notes while on the phone, and offers analytics for management to track. Call masking is also helpful for both inside and outside sales reps to show their personal phone number, a number local to the customer, or the company's number.<\/span><\/p><p>\u00a0<\/p><p><strong>2. Sales prospecting tools: <\/strong><span style=\"background-color:transparent;color:#000000;\">Virtual sales tools like Linkedin Sales Navigator can help inside sales reps prospect, discover new potential opportunities, find contact information for leads, and pull details to inform and tailor pitches.<\/span><\/p><p>\u00a0<\/p><p><a href=\"https:\/\/www.freshworks.com\/crm\/sales\/sales-prospecting\/\" target=\"_blank\" rel=\"noreferrer noopener\"><u>Here's<\/u><\/a><span style=\"background-color:transparent;color:#000000;\"> everything you need to know about sales prospecting.\u00a0<\/span><\/p><p>\u00a0<\/p><p><strong>3. Sales email tracking tools: <\/strong><span style=\"background-color:transparent;color:#000000;\">Emails sent to prospects need to be tracked so that both reps and sales leaders can keep track of the sales process. Metrics like the number of emails sent, opens, clicks, and bookings resulting from each email can help both reps and their managers track and improve email selling.<\/span><\/p><p>\u00a0<\/p><p><a href=\"https:\/\/www.freshworks.com\/crm\/solutions\/email-tracking\/\" target=\"_blank\" rel=\"noreferrer noopener\"><u>Here's<\/u><\/a><span style=\"background-color:transparent;color:#000000;\"> everything you need to know about email tracking.\u00a0<\/span><\/p><p>\u00a0<\/p><p><strong>4. Sales automation tools:<\/strong><span style=\"background-color:transparent;color:#000000;\"> From emails and follow-ups to data entry and sales cycle tracking, both inside and outside sales teams benefit from automating repetitive tasks and workflows. Some tasks that can be automated include data entry into your CRM, scheduled emails and triggered campaigns, follow-up reminders and, lead qualification among others.\u00a0<\/span><\/p><p>\u00a0<\/p><p><a href=\"https:\/\/www.freshworks.com\/crm\/sales\/sales-automation\/\" target=\"_blank\" rel=\"noreferrer noopener\"><u>Here\u2019s<\/u><\/a><span style=\"background-color:transparent;color:#000000;\"> everything you need to know about sales automation.<\/span><\/p><p>\u00a0<\/p><p><strong>5. Video calling tool: <\/strong><span style=\"background-color:transparent;color:#000000;\">Both inside and outside sales reps will need a video calling tool. In this category, you need something simple that just works.\u00a0<\/span><\/p><p>\u00a0<\/p><p><strong>6. Calendar and booking tool:<\/strong><span style=\"background-color:transparent;color:#000000;\"> When it comes to sharing availability and booking both sales calls and meetings, we recommend Google Calendar. It's easy to use on the go and works seamlessly with other calendar tools.<\/span><\/p><p>\u00a0<\/p><p><span style=\"background-color:transparent;color:#000000;\">What other tools would you suggest using for both inside and outside sales reps?<\/span><\/p>","categoryName":"Workflows and 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once asked. For sales leaders however, the question has always been ‘Inside sales or outside sales?’ There are many factors to consider while determining whether your company needs an inside or outside sales model. Inside sales is a team dedicated to selling remotely from an office. Instead of traveling to meet with prospects in person, inside sales representatives talk with leads over the phone, via email, and video chat. Meanwhile, outside sales refers to sales reps "in the field." While they may still spend time in an office, outside sales reps meet with clients face-to-face, too, often traveling to do so. Here are some tools that can be used for both sales models: 1. Sales calling tools: A great sales calling tool tracks and records calls, lets reps view context and notes while on the phone, and offers analytics for management to track. Call masking is also helpful for both inside and outside sales reps to show their personal phone number, a number l</a></p></div><div class="topic-view_footer "><div><button class="thread-meta-item thread-meta-item--hover-highlight thread-meta-item--likes qa-topic-meta-likes-icon" type="button"><span class="topic__likes-count"><i class="thread-meta-item__icon icon--auto-width icon--thumb-up"></i><span class="js-vote-count qa-topic-meta-likes-content test thread-meta-item__text">1</span></span></button></div><span class="thread-meta-item thread-meta-item--hover-highlight is-hidden-S"><a class="qa-topic-meta-views" data-track-type="click" data-element-name="Search result topic meta link" href="https://community.freshworks.com/workflows-and-automations-11389/inside-sales-vs-outside-sales-26425"><span class="topic__views-count"><svg width="20" height="20" viewBox="0 0 20 20" class="thread-meta-item__icon icon--auto-width icon--eye"><path d="M10.0002 3.75C5.8335 3.75 2.27516 6.34167 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(Mc)Learner","image":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/f2d5151f-629d-4bfc-89c0-a8ab24f200ab.png","username":"Jhared Pretorius","userUrl":"\/members\/m-61424"},{"title":"Helping Hand","image":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/188d30dc-d093-4012-86d5-7312e11ea61c.png","username":"saurabh.deshpande","userUrl":"\/members\/m-54505"},{"title":"Wizard of Creative Thinking (5)","image":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/83768e86-162b-48f3-b765-e53f9c8338fb.png","username":"gopinath.shunmuganathan","userUrl":"\/members\/m-49946"},{"title":"Lightning (Mc)Learner","image":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/f2d5151f-629d-4bfc-89c0-a8ab24f200ab.png","username":"anthony.lewis","userUrl":"\/members\/m-16925"}],"phrases":{"Forum":{"has earned the badge {badgetitle}":"has earned the badge {badgetitle}","Show all badges":"Show all badges"}}}"><section class="box 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value="freshchat" /> <label for="register_customfield_23_3"> Freshchat </label><input type="checkbox" id="register_customfield_23_4" name="register[customfield][23][]" value="customer_service_suite" /> <label for="register_customfield_23_4"> Customer Service Suite </label><input type="checkbox" id="register_customfield_23_5" name="register[customfield][23][]" value="freshsales" /> <label for="register_customfield_23_5"> Freshsales </label><input type="checkbox" id="register_customfield_23_6" name="register[customfield][23][]" value="freshmarketer" /> <label for="register_customfield_23_6"> Freshmarketer </label><input type="checkbox" id="register_customfield_23_7" name="register[customfield][23][]" value="unified_crm" /> <label for="register_customfield_23_7"> Unified CRM </label></div> </div> </div> <div class="form__row"> <div class="first"> <label data-required="1" class="label required" for="register_user_password"> Password * </label> </div> <div class="second"> <input 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} else if (inSidedData.content.category.id == 11241 || inSidedData.content.category.id == 11260 || inSidedData.content.category.id == 11250) { //CRM page ID // Make the widget visible $('#freshdesk-customer-spotlight').removeClass().removeAttr('style'); } </script>  <script> // Remove default footer //$('.Template-footer').remove(); </script> <style> .logo-insided { display:none !important; } </style> <style> .login-prompt-wrapper { background: rgba(38, 38, 39, 0.8); height: 100%; left: 0; position: fixed; text-align: center; top: 0; width: 100%; z-index: 9999; } .login-prompt-wrapper .login-prompt-content { background: #ebeff2; height: 69%; left: 50%; /*padding: 72px 32px;*/ position: absolute; top: 50%; transform: translate(-50%, -50%); width: 328px; overflow-y: auto; max-height: 669px; } @media (min-width: 768px) { .login-prompt-wrapper .login-prompt-content { padding: 50px 72px 40px 72px; width: 610px; } } @media (max-width: 768px) { .login-prompt-image-footer { /*display: none;*/ } } .login-prompt-wrapper .login-prompt-image { height: auto; 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z-index: 1; } #btn-close-login { z-index: 1; } </style> <script> const sessionStorage = window.sessionStorage; const CLOSED_ONCE_KEY = "community-closed-login"; let firstFocusableElement, lastFocusableElement; const closeSVG = ` <svg width="14" height="14" viewBox="0 0 14 14" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M1 1L13 13" stroke="#898989" stroke-width="2"/> <path d="M13 1L1 13" stroke="#898989" stroke-width="2"/> </svg> `; function setCookie(cname, cvalue, exdays) { const d = new Date(); d.setTime(d.getTime() + exdays * 24 * 60 * 60 * 1000); let expires = "expires=" + d.toUTCString(); document.cookie = cname + "=" + cvalue + ";" + expires + ";path=/"; } function getCookie(cname) { let name = cname + "="; let decodedCookie = decodeURIComponent(document.cookie); let ca = decodedCookie.split(";"); for (let i = 0; i < ca.length; i++) { let c = ca[i]; while (c.charAt(0) == " ") { c = c.substring(1); } if (c.indexOf(name) == 0) { return c.substring(name.length, c.length); } } return ""; } function createPromptLogin() { const loginPrompt = document.createElement("div"); loginPrompt.className = "login-prompt-wrapper"; loginPrompt.setAttribute("role", "dialog"); const loginPromptContent = document.createElement("div"); loginPromptContent.className = "login-prompt-content"; loginPromptContent.setAttribute("id", "login-prompt-content"); loginPromptContent.setAttribute("tabindex", "0"); const image = document.createElement("img"); image.src = "https://uploads-us-west-2.insided.com/freshworks-en/attachment/7572f011-06cb-4d87-bb2c-ffa83c8462b4.png"; image.className = "login-prompt-image"; const image2 = document.createElement("img"); image2.src = "https://uploads-us-west-2.insided.com/freshworks-en/attachment/98560360-593b-4b45-ad54-f2c5dc1ff970.png"; image2.className = "login-prompt-image-footer"; const title = document.createElement("p"); title.className = "login-prompt-title"; title.innerHTML = '<br><br><p style="font-size: 29px; letter-spacing:-1px; width:95%; 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const targetElement = document.querySelector(".ideation_pipeline") observer2.observe(targetElement, observerOpts); } </script>   <script> if (inSidedData.content.category.id == '11305') { const smeWidgetCode = `<div class="custom-html-widget-wrapper sme-custom-widget"><section class="full-width custom-html"><div class="box sme-box"> <img src="https://uploads-us-west-2.insided.com/freshworks-en/attachment/ee16ef82-d581-4776-9136-cba2586488e1.png" class="sme-img"> <h3> Meet the Community Heroes </h3> <p> Introducing the Community Subject Matter Experts, your partners in unlocking the full potential of Freshworks products.</p> Check out this <a href="https://freshworks.wistia.com/medias/r4jugpo10q" target="_blank" class="basic-link">video</a> to learn more. <p></p> <br> <a href="/p/SME" class="btn-purple"> Connect with them </a> </div> <style> .sme-custom-widget .custom-html { padding: 0; } .sme-box{ margin-top: 0px; margin-bottom: 16px; padding: 24px 20px; } .sme-box.hidden{ display: none; 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// Set the chat attribute script.setAttribute('chat', 'true'); // Set the widgetId attribute script.setAttribute('widgetId', '873e46eb-8fbd-4915-baf3-7b4c88f970f6'); // Append the script element to the head document.head.appendChild(script); } </script> <script src="https://dowpznhhyvkm4.cloudfront.net/2025-02-21-14-21-16-55cfe49db1/control/assets/common/js/jquery.yiiactiveform.js" nonce=""></script> <script type="text/javascript">window.NREUM||(NREUM={});NREUM.info={"beacon":"bam.nr-data.net","licenseKey":"5364be9000","applicationID":"584908522,438654967,16947947","transactionName":"YgFTY0QFW0sHUkVQWVtLcFRCDVpWSXhfal9RAVVrdQtbTBReXVVTRzh3WEQRWGQyXkFQVXYLX0NEC1lUA0MeVkBQFkdeUxM=","queueTime":0,"applicationTime":853,"atts":"TkZEFQwfSBREUBMDTUgZ","errorBeacon":"bam.nr-data.net","agent":""}</script></body> </html>

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