Workflows: Allow to change lifecycle via workflows
planned
Naman Bhatnagar
Business problem:
Updating lifecycle manually limits automation. Additionally, without proper webhooks and triggers for Lifecycle, users cannot build automations around Lifecycles of Contacts
Desired outcome:
Allow ability to change Lifecycle via workflow step. Triggers and webhooks would also help users create automations when Lifecycle changes for contacts. This could help automations with other integrations such as GSheet, HTTP calls, etc.
Y
Yihui Chan
planned
Mat Ward
Should also be able to update contact fields based on lifecycle. If lifecycle is changed from lead to customer, we should be able to trigger a workflow to update certain contact fields
Isaac Cespedes
This is the first thing I tried to do when starting with the lifecycle feature. I see a lot of potential usage, but in the workflows are missing. It is a must-have for automating stages.
C
Chris Elder
I just started experimenting with Lifecycle and also found this limiting issue.
Interestingly you can automate the lifecycle updates via Zapier but not within Respond itself.
Without automation, Lifecycle stages will always be out of date or not updated by all staff and therefore, in time, no one will rely on its accuracy within our team.