I'm trying to create an automation that adds or removes a Contact from a specific Campaign based on if the Account is Active and the Contact is Active (add to the campaign) or Inactive (remove from the campaign).
As an example, looking for all Active Customer Contacts so;
- Account Type equals Customer
- Account Active equals True
- Contact Active equals True
I've been looking around the Community and from what I gather I need to use a combination of Process Builder and Flows, as I assumed, but I can't seem to find an answer with the specific steps which is what I'm looking for at this stage.
Can anyone assist?
Let me know if any further information is required.
답변 11개
You cannot delete a record from a process builder, which immediately takes this out the equation.
So my first thought would be to use a flow :P
To get records of a certain criteria (for example where active, and not currently in campaign), then add it to the campaign,
and reverse it to delete the records!
Thanks a lot,
Cobes :D
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