Connecting Pulses to CRM with CSP Automations
in Automation
When a customer cancels, we submit a high/severe risk pulse within 24 hours. We have a field that also needs to be updated to cancellation notice, which triggers several workflows in Hubspot.
Wouldn't it be great, if CSP could update a field with an automation rule? There are applications for this all over, I can think of another one from a growth standpoint while I type this.
If I submit a glowing pulse, signaling growth opportunties via reason code, suppose a growth opp field value is updated from a CSP automation, which triggers an update to the customer campaigns from our marketing automation tools? Then, I submit with the reason code "advocacy", changing it to write a review or a promotion to share their case study.
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