Hello, workflow automation users! As our organization expands our number of automations, we’re finding that there’s a sticky point with automated contacts (i.e. emails) not being recorded on the contact record. While we can pull a report to see who got those emails, it’s not the same as actually seeing “Contacted via email on XX/XX” within the individual’s record. Unfortunately, that’s starting to mess up our sense of contact timing.
Are there any good workarounds people have found for that? I’m putting a pinned note at the top of their profile, as well as using an activist code, but there’s still limitations in reporting and CAL since automated emails don’t look like personal contacts.
Curious to see if others are bulk uploading once a month, adding additional flags, or have found some setting in automations themselves that I’ve somehow missed!
