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need help for seting up a prospection workflow !

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  • need help for seting up a prospection workflow !

    hello everyone,
    we recently bought espo crm and we need to set up a prospection workflow... we tried many things, looked at the help, the forum... but didn't get more clues !
    so we're counting on you guys...

    here is what we need to do :

    1/ when an account is created > send email1 throw mailchimp (mailchimpsync) : this step is ok for us
    2/ if the target account (email) click in mail1 (data from mailchimpsync = we get it fine in the logs of the campaign email1) > send email2 after 8 days to this same target account

    this trigger in 2 steps is quite usual and simple, but we don't get how to set up this second step ! which target entity should we use in the workflow (we tried campaignLgRecord, but...)? what type of then to get this second mail sent to our target account (throw mailchimpsync) ?

    we may be stopped by a stupid little detail... so we need your advices !

    thanx in advance !

  • #2
    Originally posted by Flof View Post
    here is what we need to do :

    1/ when an account is created > send email1 throw mailchimp (mailchimpsync) : this step is ok for us
    2/ if the target account (email) click in mail1 (data from mailchimpsync = we get it fine in the logs of the campaign email1) > send email2 after 8 days to this same target account
    Hello,
    Unfortunataly this is not works like that. Cause you can only sync target list or campaign with Mail Chimp and provide mass emails, and you can create a workflow in the Espo that will send emails if some condition will be met.

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