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Richer automation in CTAs

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  • October 18, 2016
  • 1 reply
  • 21 views
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nadav_shemtov
  • Contributor ⭐️⭐️⭐️⭐️⭐️
  • 96 replies
I've had at least two clients who have asked for richer automation options from CTAs. The idea is that after closing CTAs or specific tasks, you would get pop-ups suggesting other follow ups or next steps. Based on your response to the message, you would be redirected to the right section (or the actions will be done automatically)

Examples: 
  • Configuring that when you close a "Risk" CTA, you would get a custom pop-up that would ask you "would you like to update the associated risk scorecard"?
  • For a CTA telling you to assign CSMs to a new account, you'll be able to choose the CSM to assign the account to right from the CTA. When closing the CTA, a pop-up asking you whether you want to email the CSM that he's been assigned and/or add this person's to the account team object in SFDC would appear, and help drive next actions
  • There can be many more examples, but the idea is to trigger custom behavior with logic from a CTA itself without having to go anywhere

1 reply

nadav_shemtov
  • Author
  • Contributor ⭐️⭐️⭐️⭐️⭐️
  • 96 replies
  • December 13, 2016
Would love to learn if something like this is planned

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