More space to document how the journey and trigger work


When a journey uses custom triggers and power automate, things can get pretty complex, especially if you are trying to edit it or support it some time after it was originally created (or if the person who created it is no longer available). It would be great to have some space in the journey ...

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Category: Customer Journey Design (223)

STATUS DETAILS
Needs Votes

Add tile/action to create New Lead from Contact during customer journey


Sometimes, especially in the B2B space, you don't want to create a new lead when the form is submitted, and choose the contact only option for the form. Then as the journey progresses you are able to establish the degree of interaction with the lead and their level of interest. Or perhaps yo...

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Category: Customer Journey Design (223)

STATUS DETAILS
Planned