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Workflows and Automations

Using Freshsales

  • 28 Topics
  • 73 Replies

28 Topics

phillyphil
Apprentice
phillyphilApprentice
posted in Workflows and Automations

changing the automated reply..

Hi guys, I need help changing the automated reply so that it only uses the first name, instead of the surname as well. Currently it looks like this: Appreciate all your help, we are new to Freshworks and will be migrating all out workflows soon.

1
Aishwarya Parthasarathi
Top Contributor
2 years ago
C
Apprentice
ckyApprentice
asked in Workflows and Automations

FreshWorks CRM - Webhook event trigger testing failed - But how email notfication received

 Hi all, In FreshWork CRM’s Workflow Webhook event trigger, we try to test the Callback URL.It failed with error code 403. But we did not receive any notification email telling that this trigger is failed. (As per document: https://support.freshsales.io/support/solutions/articles/228946-how-to-use-workflows-with-webhooks-in-freshsales-) Can anyone please advise? Please refer to below screens:Thanks  

1
Aishwarya Parthasarathi
Top Contributor
2 years ago
Mother
Apprentice
MotherApprentice
asked in Workflows and Automations

Is Freshsales totally broken? Cannot get Workflows to work.

Hi all, writing in desperation as I cannot get Workflows to actually work - eg. a very simple one that creates a deal, and updates some contact details (Lifecycle stage, for example), does not actually create a deal. When trying to add a deal manually, I get error “undefined”.We’re at the point of giving up on Freshsales.

4
Mother
Apprentice
2 years ago

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