How can I config or set up to use deal data with contact segmentation to categorize them and use it in customer journey?
Contact Segmentation by Deal
Userlevel 4
+8
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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