How to stop automation workflow creating an infinite loop?
Hi,
I have created a field in my Zoho CRM with different campaign status's. Then in the Zoho Campaign application I am syncing the users to my 'Master List' with profile fields. I have then created an automation workflow rule to check the 'Master List' and add the users to Marketing List A if that field is in the user profile.
I have then created a campaign for this list and at the end of the campaign I want to remove the users from this list and add them to Marketing List B. The options to remove the user from the list and add them to another list are at the bottom of the campaign.
My issue is that it seems the workflow automation will override the campaign removing the user from Marketing List A and it will always check to see if that field exists for the user record and if it does then it will add the user to the Marketing List A again i.e. if the users contains the field with the information setup in the automated workflow then it will always force the user into the list.
Therefore I am not able to create a logical flow of users moving through my lists.
Can you please confirm that if the automation workflow has added the user, and that the campaign has removed the user that the automation workflow understands this has happened and wont add the user again? And if it does, how do I get around this problem?
Thanks and regards.
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