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