Exciting *NEW* Features in Data Workflows!

Rachel Zerilla

We’re excited to announce some cool new features in our Data Workflows solution, which are available today for Sales Intelligence customers with enrichment capability. Here’s the rundown:   

Start from a Segment!  

Previously, you could create a workflow from any CRM object field, and now you can leverage all the filter criteria in segments. This also enables you to create multiple types of workflows in a single canvas and purchase contacts to save to your MAP!  

 

Email Notifications!  

Get notifications delivered conveniently to your inbox for the following events, and never miss the status of your workflow creation:  

• Preview File is Ready 
• Preview File has Failed 
• CSV Download is Ready 
• Contacts Purchased but not Pushed to Destination System 

 

Improved Preview Mode! 

Use a preview to confirm your node configurations are correct and that you’re not affecting the wrong records when running a workflow. You can also assess how many data credits a workflow will consume before you execute for better efficiency in managing data credits.  

 

Account Temperature Score Filter!  

Connect temperature scores with enrichment and campaign activities directly within our UI, driving greater value and efficiency.  

 

We’d love to hear how you’re using Data Workflows and so would our RevHead community! Share in the comments if you’re using this feature and what type of workflows your team is creating. Thank you!  

Hanna Martin

Love the new preview mode