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lane_h
lane_h
Helper ⭐️
November 28, 2017

Automatically or SemiAutomatically Add Contacts to Sponsor Tracking

  • November 28, 2017
  • 3 replies
  • 33 views
It would be great to either automatically or semiautomatically add contacts to Sponsor Tracking to save a few steps for different teams.

Example: The team adds a LinkedIn URL on the Contact Record. This could be used to pull them into Sponsor Tracking. Then prompt the team to select the correct profile.

      3 replies

      rajesh_gande
      rajesh_gande
      Helper ⭐️
      December 4, 2017
      Hi Lane, Thanks for the suggestion. Streamlining the process of tracking contacts in Sponsor Tracking is on the roadmap. I will update the ETA when we have more clarity.
      carolyn_dibuono
      carolyn_dibuono
      Contributor ⭐️⭐️⭐️
      July 2, 2019
      +1 to this idea.

      Aside from adding a LinkedIn URL on the contact, it would be great if we could determine certain filter criteria on the contact that would automatically add a that person to Sponsor Tracking.

      Example: most customers have a 'Role' or 'Persona' field on the contact object. I'd like to be able to set up automation so that if Persona equals Executive Sponsor, that contact automatically gets linked in Sponsor Tracking.

      As our customers continue to scale, it is hard to for teams to maintain an up-to-date contact list AND make sure Sponsor Tracking is kept in sync.

      manmeet_dosanjh
      manmeet_dosanjh
      Helper ⭐️
      July 2, 2019
      +1 to this!

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