I use instapage.com for my landing pages. My landing page has a list of options with 3 checkboxes. This form goes straight into my zoho crm and that checkbox connects to a multi option field that has the same options as the 3 check boxes.
Checkbox (instpage.com form)
- option 1
- option 2
- option 3
zoho leads multi option field
- option 1
- option 2
- option 3
Now I'm trying to create a workflow that looks something like this.
If
Territory IS TEXAS
AND Lead Type IS Web Lead
AND Service IS Option 1
OR Service IS Option1, Option2
Send email.
The problem is that when the OR option is satisfied the email isn't sent out. I think this is because the way the form transfers the selected checkbox input in the instapage.com landing page to zoho's multi option form. In the lead details in zoho it displays Service: Option1, Option2 .. but when I edit it and want to add or remove services in the lead.. it adds it as separate entities Option 1 (in a box), then Option 2 (in a box).. and it has Option 1, Option 2 as one box. Could this be the reason why? And how do I make it work?
Thanks!