How to remove a contact from a workflow after booking a Zoho Bookings meeting?
Hi,
We want to use a Zoho Campaigns workflow to try to move middle of the funnel leads to take the next step and book a meeting with us. We also want to use a Zoho Survey as a way to gather information to qualify them. We sell Business English courses and the workflow is for B2B leads. We will use the survey to confirm in fact that they are B2B leads and not B2C (we would move B2C to another workflow).
We can add the link to a Zoho Bookings booking page to our emails and we can use a condition "specific link clicked" although that does not confirm that a meeting was booked. After the meeting is booked we want to send a survey with just a few qualifying questions. If those 2 actions are taken the lead can be removed from the workflow. We are looking at Zoho Flow and it seems there is nothing there to help.
Has anyone set something up similar and/or have any suggestions on how we can set this up?
Regards,
George Thiess
We want to use a Zoho Campaigns workflow to try to move middle of the funnel leads to take the next step and book a meeting with us. We also want to use a Zoho Survey as a way to gather information to qualify them. We sell Business English courses and the workflow is for B2B leads. We will use the survey to confirm in fact that they are B2B leads and not B2C (we would move B2C to another workflow).
We can add the link to a Zoho Bookings booking page to our emails and we can use a condition "specific link clicked" although that does not confirm that a meeting was booked. After the meeting is booked we want to send a survey with just a few qualifying questions. If those 2 actions are taken the lead can be removed from the workflow. We are looking at Zoho Flow and it seems there is nothing there to help.
Has anyone set something up similar and/or have any suggestions on how we can set this up?
Regards,
George Thiess
Topic Participants
George Thiess
Meyyappan CT
Dhanush Kumar V
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