Recent Discussions
RevCity is the home for B2B marketing, operations and sales professionals to share best practices and ask questions about revenue AI, ABM and revtech.
-
When using a Push Segment Name Orch/Workflow what happens if an account leaves the segment?
A common question from people setting up a Push Segment Name Orchestration or Workflow is whether or not a name is cleared out when an account leaves a segment. The exact behavior will depend on how your Orchestration/Workflow has been configured. In Workflows you have the option to either "Push Segment Names to All CRM…
-
Help/Ideas Requested: Automated Account Orchestration - Avoiding Duplicates
Wondering if anyone is using Orchestration to add accounts to SFDC set to automatically add those accounts (not manually run). Right now I run an orchestration based on a segment (buying stage, not in CRM, etc) to add accounts manually. But then I have to review all the accounts added to ensure they are not…
-
Can't segment name be used in an Orchestration mapping profile?
I'm acquiring contact from 6Sense to Pardot (SFSC) and I keep hitting thie message where 6Sense Segment Name is being ignored/skiped in during the orchestration. The Segment name is available in the mapping option for Pardot, but I wonfer if there's a specific limitation around using it?
-
6sense and Opportunity creation in Dynamics 365
Hi all, looking to connect with fellow 6sense users and learn/share processes on how opportunities are created with Microsoft Dynamics D365. Would love to discuss whether your process is manual, semi automated or fully automated. What steps you took along the journey to get to fully automated and what challenges you faced…
-
Contact and Account Routing when Orchestrations are Creating New Records
For those who use orchestrations to create new contacts or new accounts, how have you managed the assignment of those new records? Do new contacts inherit the account owner from the account they're added to? When you create net new accounts, do those assign to the integration user and need to be reassigned, or is there a…