How can you reliably trigger a journey after a data sync from CRM?
Morning all
What is the most reliable way to trigger a Journey after data has been sync'd from Zoho CRM?
Here's my scenario: Zoho Forms feeds requests for gated content to Zoho CRM. A data sync then feeds leads from Zoho CRM to Zoho MH. I want MH to send out emais with links for the gated content but I'm struggling to get it to work reliably.
The three options I'm looking at are:
- list entry e.g. data sync puts records into a 'data sync' list and they're processed. I haven't got this to work reliably. I think the problem is that if a record has been added to the list before (the removed), when it's added a second time, the journey trigger says "nah, I've seen them before".
- assign tag e.g. a workflow on the 'data sync' list adds a tag to every record that's added. But this seems to get the same "nah, not bothering" response if the tag has been added and removed before.
- field update e.g. if the field for "Handbook A" is set to "Requested", trigger the Journey. I haven't tried this yet but my concern is that i) the journey trigger might only notice field changes that are done manually, not those done by data sync; and, based on previous experience, ii) the trigger might only notice the first time the field is set to "Requested"; if it's set that way again, it might think "nah, I've already done that once".
If anyone has any advice, I'd love to hear it.
Steve