shweta_k

Hi Sean,I know this is an old post but curious how you resolved this. We are facing a similar situation and I'm looking for recommendations/tips on what an ideal design could be. Let me know what you did. Best,Shweta.

Hi Darshil,I completely agree with your response. The rules definitely need changing and good callout on fixing the processes around it as well. Will look at that as I go about fixing these. Thanks again. Best,Shweta.

Hi Sanford,Yes, I agree. The current combinations are definitely not setup correctly, and I understand only some will make sense. Looking at cleaning that up. Thanks again for the response. This really helps.Best,Shweta.

Hi Sanford,Yes, that's what I meant .. sorry if it wasn't clear. So we have specific values for Lead source e.g. Sales, Marketing, Partner, Data Import etc. and the lead source activity values are set up as a dependent picklist. E.g. Lead source activity of Events is currently allowed only if the Le...

Hi Darshil,Understand, yes I think that was an oversight on my part! 🙂 I will design this flow using the Webhook is Called trigger as per the earlier suggestions! Thank you everyone for the recommendations.

Hi Sanford,This is very helpful. I had not thought of the Webhook is Called trigger. I will explore this as I go about redoing our enrichment flow. Our current logic accommodates for a 3 minute wait cycle to let the webhook fully process or exit if done earlier. I also understand that Webhooks take ...

Hi Michael,Thank you, this is very helpful. You are right about the hierarchy of trust - we kind of have that established as we are planning to use Zoominfo as the primary source and another vendor only if there's indication that the lead is from EMEA or if Zoominfo enrich fails. Our current order o...

Hi Jo,Thank you! Appreciate the quick response, this is exactly what I was looking for. Best,Shweta.