Filtering / Branching Workflows by Contact Owner
M
Major Cardinal
We would like the ability to filter or branch workflows based on Contact Owner.
This would be helpful because it would allow different workflow paths or actions depending on which rep owns the contact, while still using a single workflow. It would make it easier to route messages, automations, and logic for teams with multiple reps without having to create separate workflows or handle things manually.
Example:
- Contact Owner = Rep A → follow Path A
- Contact Owner = Rep B → follow Path B
Created by David Zamora
Chris Brisson
Hey Major Cardinal, thanks for your feedback! Following up on this:
- What specific criteria or attributes should be used to determine the Contact Owner for branching workflows?
- How frequently do you anticipate needing to update or change the workflow paths based on Contact Owner?
- Are there any specific integrations or tools you currently use that should be considered when implementing this feature?