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

    Zoho Desk Resources

    • Desk Community Learning Series


    • Digest


    • Functions


    • Meetups


    • Kbase


    • Resources


    • Glossary


    • Desk Marketplace


    • MVP Corner


    • Word of the Day


      • Sticky Posts

      • Introducing automation and utility conversations in WhatsApp marketing

        We’re excited to announce the addition of two new features to our WhatsApp integration: Automation and Utility conversations. These enhancements will allow you to streamline your marketing efforts and engage with your customers more effectively by automating
      • Tip of the week 02 - The art of 'seeing' your leads

        What's the last page that your lead visited before signing up for your brand? What was the page that first convinced your lead to explore more about you? Where are your leads coming in from? Well, these are some perennial questions today's marketers live upon. And, knowing the answers to these questions is crucial, considering the vitality of leads in every business. In the journey of finding lead opportunities, it's important to understand that every detail about a lead is useful. While the channels
      • Zoho Marketing Automation Update: Topics, Contacts, and List Management

        At Zoho Marketing Automation, our highest priority is making it easier for you to use our product to accomplish your business goals. With that in mind, we are updating three of our pivotal features: Topic, Contacts, and List Management.   These existing
      • Important: Zoho MarketingHub is now Zoho Marketing Automation

        Hello Everyone,   We hope you all are doing well. We'd like to notify you that we have rebranded Zoho MarketingHub to Zoho Marketing Automation. We'll discontinue using the term "MarketingHub" from May 26, 2021. However, there will be no changes in the
      • Important update: Please reauthorize your Zoho MarketingHub-Twitter integration

        Due to an immediate API change, users who have integrated with Twitter will have to reauthorize their Twitter account integration in Zoho MarketingHub to continue the services. What are the basic things you should keep in mind before and after reauthorizing?

      Zoho CRM Plus Resources

        Zoho Books Resources


          Zoho Subscriptions Resources

            Zoho Projects Resources


              Zoho Sprints Resources


                Zoho Orchestly Resources


                  Zoho Creator Resources


                    Zoho WorkDrive Resources



                      Zoho Campaigns Resources

                        Zoho CRM Resources

                        • CRM Community Learning Series

                          CRM Community Learning Series


                        • Tips

                          Tips

                        • Functions

                          Functions

                        • Meetups

                          Meetups

                        • Kbase

                          Kbase

                        • Resources

                          Resources

                        • Digest

                          Digest

                        • CRM Marketplace

                          CRM Marketplace

                        • MVP Corner

                          MVP Corner




                          Zoho Writer Writer

                          Get Started. Write Away!

                          Writer is a powerful online word processor, designed for collaborative work.

                            Zoho CRM コンテンツ




                              ご検討中の方