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RobSt3
New Participant
January 15, 2018
Solved

Allow only one person from each company run through a flow

  • January 15, 2018
  • 2 replies
  • 1835 views

Does anyone have an outside of the box way to only allow one person from each company run through a flow?

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Best answer by SanfordWhiteman

"Outside of the box" or "out of the box"?

We use a counter (webhook-powered) to throttle the number of leads with any characteristics (company, email domain, first name, whatever!) that can qualify for a given campaign in a given period of time. That's definitely out​side, ​though.

2 replies

SanfordWhiteman
SanfordWhitemanAccepted solution
New Participant
January 15, 2018

"Outside of the box" or "out of the box"?

We use a counter (webhook-powered) to throttle the number of leads with any characteristics (company, email domain, first name, whatever!) that can qualify for a given campaign in a given period of time. That's definitely out​side, ​though.

ChristinaZuniga
ChristinaZuniga
New Participant
January 15, 2018

My company set up a checkbox on the contact record in SFDC that indicates who the primary contact is in charge of the program around my product. This is our emergency contact in case things go down and we need to alert customers and they control the flow of information to the right person at their company. We also use this contact for non-emergency communications when it doesn't make sense to blast a bunch of people at a company.

This does require collaboration with support and customer success to make sure every customer account has at least one person's record checked.

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