Attention New Conversation to Salesloft Person Filter

Attention
Salesloft

How this workflow works

Step 1

New ConversationAttention

Polls the optimized conversation list endpoint and uses attributes.createdAt.

Step 2

Person FilterSalesloft

Searches for an existing person using filter criteria such as email address or name.

Attention

New Conversation

Attention

Trigger
Salesloft

Person Filter

Salesloft

Action

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Attention New Conversation to Salesloft Person Filter | Konnectify