Ideas - ClickDimensions Marketing Automation for D365

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Schedule a phone call in automation builder

As it is currently possible to create a task activity in the automation builder, it would be great to be able to add phone call activity during in an automation.

The phone call could be set with the contact/lead/account as that the to-party and a selectable user/team as the from-party. 

The regarding could be set either to the campaign related to the campaign or to the contact/lead/account if no campaign is related to the automation.

Currently, we have to create a set of specific workflows to do this, so this would really help keeping the flexibility high and the complexity down for our solutions.

  • Dennis Moesby
  • Jul 28 2020
Campaign Automation
  • Attach files
  • +2

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