Knowledgebase articles
- Welcome to the Knowledge Base
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- Spotler Integration
- What is Spotler?
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- GatorMail
- GatorLeads / Web Insights
- Tracking Code
- Setting up the Plugin
- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
- Reporting incorrect Leads created through Web Insights
- Reporting on Web Insights data
- Using UTM Values
- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
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- Sync Outreach Sequence States to Workbooks
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- Introduction to Transaction Documents
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- Introduction to Transaction Documents
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Follow-Up Activities created via Scheduled Process
Last updated : 16th July 2021
NOTE: This integration is currently in BETA only and not available on the Script Library at this time. The functionality on these pages may change without warning. Please contact us if you would like to be involved in testing this integration.
The integration is designed to create Follow-Up Activities once every person related to an Opportunity in an active sequence have finished. These Activities are created against the last person that is set to finished in a sequence in Workbooks. The Activities are created to ensure that the correct next steps/actions are taken against the people in a sequence i.e. deciding whether or not they need to be qualified etc.
The Follow-Up Activities are synchronised to Workbooks and assigned to whoever the person and opportunity is assigned to. This creates the relationship between the records and therefore relating them.