Want to create a Workflow for followups
Status: Open · Asked by Felder Group India on · 0 views
Good Morning,
As I want to create a workflow were I will insert the data of offer created and the message should be sent to customer as follow up
Please arrange a Video call with a technical expert so i can explain requirement in details
Thank you.
Hello,
Thank you for reaching out.
Your requirement — sending an automatic follow-up message to a customer based on offer data — can be built using Pabbly Connect. Our team is happy to guide you through configuring the workflow and help with any specific issues you encounter.
Regarding a video call: Google Meet sessions are typically arranged when you are facing a specific issue that cannot be resolved through email or chat support. Building complete end-to-end workflows on your behalf is outside our standard support scope, since workflow design varies by business requirement.
To help you effectively, could you share:
1. The app/source where the offer data is created (the trigger)
2. The channel you want the follow-up message sent through (for example WhatsApp via Pabbly Chatflow, email, or SMS)
3. Any timing or delay you want between steps
Once we have this info, we will guide you towards the workflow structure.
If you'd prefer someone to build the workflow end-to-end for you, you can hire a verified Pabbly Connect Expert from the official forum: https://forum.pabbly.com/threads/pabbly-connect-experts-and-consultants.22/
Hello,
Apologies, the previous link may not work. Please use this instead https://forum.pabbly.com/threads/pabbly-connect-experts-and-consultants.36509/
Hello Team,
Good Morning,
As I want to create a workflow were I will insert the data of offer created and the message should be sent to customer as follow up
Please arrange a Video call with a technical expert so i can explain requirement in details
Thank you.