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Automation for creating CTAs linked to goals

Related products:CS Success Plans & Customer Goals
  • December 13, 2025
  • 0 replies
  • 8 views

manda.edmonds
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We would like to be able to automate AND associate CTAs for goals.  If a specific goal is selected, we would like to be able to create automation to associate a specific playbook.

 

This would decrease the manual tasks required of CSMs.