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Question

Contact Segmentation by Deal

  • September 28, 2023
  • 1 reply
  • 86 views
Veerathep
Apprentice

How can I config or set up to use deal data with contact segmentation to categorize them and use it in customer journey?

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1 reply

Aishwarya Parthasarathi
Active Contributor
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Hi, 

Greetings from the Freshworks Community. 

Currently, we do not have the option to use the deal information as a trigger directly in segments as well as in the customer journey. However, as an alternative, a workflow automation can be configured to update the related contact field based on the deal conditions to indicate that the deal has satisfied a specific rule. 

This contact field can in turn be used as a trigger to execute a customer journey. 

PFA screenshot below for the workflow setup:
 

 

Based on the updated contact field, a customer journey can be created. 

If the use case is to target emails to the related contacts based on the deal fields, then using a workflow automation itself would suffice as we have the option to send email to the contacts. 
 

I hope this helps.

Do let us know in case of further clarification, we’d be happy to help. 

 

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