Hi,
Before we moved to Zoho we had some flows (sequences) in HubSpot to follow up on trade fair contacts. To explain further on this it had the following characteristics:
- New contacts could be added to the sequence
- When added a flow of communication started. For example: an e-mail 2 days after the trade, task to follow up on this contact by phone (flow only continues after the phone call is completed and contact was not reached), 2nd e-mail after 2 weeks, 3rd e-mail after 1 month.
- When contact was established (by phone or e-mail) contact is excluded from the flow automatically.
- If the contact was not reached during the flow, we were able to add the contact to another flow.
- Also the contact was exluded from other flows during the time in the trade fair flow.
How can we create a flow like this in Zoho?
Thanks in advance!
Best,
Jeffrey.