Workflows and Automations

The last holiday break of the year is almost here. As you transition from one celebration to another, you can’t risk ignoring the leads in your pipeline. There’s a lot of potential customers and revenue that could slip through the cracks when you’re not watching. To keep up your sales velocity this Holiday Season, let AI do the grunt work for you.  Here are five ways to keep leads flowing through the holidays: 1. Communicate your unavailability/availability:

Hello,  I’m working on a flow and I need to get length of child_ids array.  Is there a way to get that value? Thanks, Tom.

Hi,I’m trying to reduce the fields requiring manual entries and thus want to auto populate a field called country code dependent on the country picked. Example India → 91, US → 1, etc.  This is 1 to 1 mapping hence the values should be assigned by default when picking a country. Unable to do so by making it a dependent field,  because even then it shows the option in a dropdown and not by default. Also, if someone can help create default values for a lot of fields it would help out. As of now all custom fields default to blanks. It should be easy to pick one option as a default field. 

Freshworks provides cloud-based software solutions that help businesses delight their customers and employees. From CRM and helpdesk tools to marketing automation and IT service management, Freshworks offers simple yet powerful products like Freshdesk, Freshsales, and Freshservice to streamline workflows and boost productivity.Explore Freshworks solutions

Hi All!I am currently building out our change management module in my sandbox environment. The business I work for has around 15 different CAB approval areas. A change requestor can select from 1 approver to up to all 15 if necessary to approve the change. The issue I'm having is once selected, getting the approvals to go onto the change in parallel, so that each area can approve or reject the change at the same time as any other, in order to speed up the change process.I have tried creating separate workflows for each area that triggers when a change is updated to the status of “Awaiting Approval”, and the condition of the “CAB Approval Area” field being chosen. If this matches, an approval email is sent to the Change Approvers. This works fine if one area is chosen, but I cant see a way to create in one workflow, a dynamic way of checking which “CAB Approval Area” has been chosen, and send an approval email to each area for them to approve in par

I don’t see any way to set default values in fields added to Contact, Account, Deal or Custom Modules.For example, I add a checkbox to a Custom Module,  There seems no way to cause the checkbox to default to “Enabled”.Likewise, if I add a dropdown list, I have no way to set the default selected item.Same would be useful for other fields such as:Text box Multi-select Date (for date I’d like to default to values such as +7days, +1 month, +1 year, etc.Is it possible to set default selected item?  How?

Workflows help you automate certain actions in your business process to boost your team’s productivity. We’re adding a few examples. Feel free to add Workflows that you’ve devised for your org and share it with us how it has helped youUpdating field propertyScenario 1: Create a workflow to segment customers from prospectsIf you want to segment your contacts as prospects, you can automatically do so using workflows. When a deal is created and is in open state, you can mark the contact status as ‘Prospect’ and when the deal is won, change the status to ‘Customer.’You need two workflows to achieve this. Workflow 1:

Hello, I am Ozi Tech Business development officer, can the Freshwork CRM helps me automating my task or business? How it can be useful in improving my business. 

From productivity-boosting sales automation to tailoring customer experiences, chatbot integration and AI in CRM can help grow your sales today.So what would you say are the benefits of having AI + Chat in CRM?

Hi, I am struggling to create a workflow that automatically resolves a parent ticket once the child ticket has been resolvedFor context. We have Equipment Request forms and a child ticket for delivery of the equipmentWe want to reduce having to manually check as the delivery is the end point of the processI can only find ways to auto resolve the child ticket once the parent is resolved but we need the oppositeAny help would be appreciated please 😭. im pretty new to workflows so unsure of APIs etc  

Hi all,I am currently in the process of attempting to use information parsed from a MS Form via the fresh service connector on power automate. However when I attempt to send an approval email to myself, I get no email sent to me. Below is currently the state of my workflow within Fresh serviceFlow And the expression node used to parse the information Expression used to parse stringsWhile the workflow does trigger and automate successfully according to the log, I receive no email asking for my approval. 

Hi, Anyone could help me out on this please? New user, first time working with Web Request… been through documentation and this community for hours… just can’t find the bug 🤔Just trying to simply create a basic ticket from Web Request.Many thanks in advance! 

Hello!I created the following workflow:Based on the workspace, different webhooks will be executed, but everytime it fails during the automatic workflow when a ticket was created.When I enter the ID and Subject manually and click on “Test Webhook” it works and the subject of the ticket will be changed as wished, but not during the automatic workflow.It only fails with the following message and no other informations will be written into the history:This is all information I get but not why it fails. Does anyone have an idea?Than

Hi guys!I’d like to add in my freshsales dashboard a button in a contact section. When I press the button, I want to send the contact details to webhook to 3rd party service. What’s the best way to achieve that?

Hi,I want to link assets to a Service Request ticket using a workflow.Scenario: in a Service Catalog item i added a custom filed, that allows the requester to choose from a certain asset type  (e.g. printers). so i do have the name of the printer available in a custom field for the Service request. what action or method (maybe API call?) can i use to make an association of that Asset to the ticket?any ideas?thanks, Günther

Hi, I want to monitor all of my Assets which are in stock.So I created ah Workflow Automator which starts when a service request is raised, then I get all Assets with a GET request with a Filter in the URL. After that I use a JSON Parser to get the Array length. When the length is lower than for example 5 it should send an e-mail to the responsible person.The problem is that I get “true” back form the JSON-Parser.I hope you can help me. 

This is very basic question  if I just want to setup a  auto-reply email to anyone who sends in a ticket or emails support, how would I do that?

Hi All,I’m in need of some help when setting up workflows in Freshworks. I have workflows that ensure deat stages trigger updates to contact lifecycle stages, however, I am running into an issue if a contact has multiple deals associated.i.e. Contact 1 already has a Deal in the Won StageBut, Contact 1 is also associated to another deal in the Discovery StageHow do i prevent the workflows from automatically updating Contact 1’s lifecycle stage back to Discovery?The ideal workflow would beIF Deal Stage is in DiscoveryAND Contact Lifecycle Stage is not in Won UPDATE Related Contacts Lifecycle Stage Although these joint workflows don’t exist from what i can see.Appreciate any advice from the Community on this :)

The responsibilities of a sales manager are vastly different from that of a sales rep. From increasing revenue and profitability to ensuring the team meets targets, a lot rests on their shoulders. How do they manage so many tasks simultaneously during the busiest quarter of the year? The answer lies in automation.   So what are some sales automation features to keep an eye out on?

Since its inception during the first Macy’s Thanksgiving Day Parade in 1924, Black Friday today is a weekend-long extravaganza, stretching to include Thanksgiving and Cyber Monday. With the popularity of online shopping today, retailers need to utilize the technology at their disposal to nurture and convert customers eager for Black Friday deals. A Customer relationship management (CRM) software is a great way to manage the rush, cement new deals, and improve customer experiences during the holiday season.  Here are some CRM tactics