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Forums OroCRM OroCRM – How do I? Questions How do I set all Magento and Zendesk customers as sales processes automatically

This topic contains 2 replies, has 2 voices, and was last updated by Anton Anton 1 year, 3 months ago.

  • Creator
    Topic
  • #57982
    Anton
    Anton
    Participant

    Hi,

    I want to import Magento and Zendesk accounts automatically. But also they should all be B2B sales processes.

    Right now it seems someone will have to manually clone each account and make it into a sales process. It would be great to remove this step.

    How do I make all Magento and Zendesk customer imports B2B sales processes? By sales process I mean it goes through the created workspace funnel (https://www.orocrm.com/blog/tag/b2c-workflow).

    Thank you,

Viewing 2 replies - 1 through 2 (of 2 total)
  • Author
    Replies
  • #57983
    Artem Liubeznyi
    Artem Liubeznyi
    Keymaster

    Hi,

    I am failing to understand your case here as well. How an account can be a sales process? Account can participate in a sales process (or any other workflow) but then why do you need to clone it?

    If this helps, the upcoming version of Oro Platform will support different triggers for workflows, including record events triggers—so a workflow can be started when a new record is created (manually or via import). We will have a blog post on future workflow improvements shortly, please follow our updates.

    Thank you.


    #57984
    Anton
    Anton
    Participant

    Ah yes I understand the flow of OROcrm now.

    Event triggers are a perfect solution to this. I think many people would like to automate the creation of work flows and this is what I was referring to.

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