How can you reliably trigger a journey after a data sync from CRM?

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:
  1. 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".
  2. 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.
  3. 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



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