Add CRM note step

This article explains how to use add CRM note step in Tarvent Journeys.

What we'll cover

1. Concepts
2. How to use it
3. Use cases and examples
4. Step notes
5. FAQ
6. Need help?

1 Concepts

What this step does
The Add CRM note step performs an action or controls flow inside a journey.

Step settings
Configure the step in the right-side editor, and click Save after making changes.

Contact criteria
Many steps support Apply to which contacts so the step only runs for contacts who match selected criteria.

Integration fields
CRM steps may include fields such as Integration, Pipeline, Scope, or assignment options, depending on the action.

Note: After adding a step to the map, click it to open the step editor on the right and configure the settings.

2 How to use it

Here are the steps:

1. Open the journey you want to work with.
2. Locate the item in the journey map or add it from Add if it is not already on the map.
3. Click the item to open the editor on the right side.
4. Configure the settings for your use case, and then click Save.

3 Use cases and examples

Common use cases:

• Create a task for a sales rep when engagement increases
• Add or update a pipeline item from journey activity
• Add a CRM note to keep the team informed of automation milestones

Pro-tip: Keep the journey path simple first, and then add more conditions or branches after the basic flow is working.

4 Step notes

• Possible activity types are pulled from your CRM platform in real time. If you need additional activity types, you will need to add them to your CRM platform before they will be made available in Tarvent.
• The note text can be personalized with information from your Tarvent account, the journey running, the contact going through the journey, and more.
• When defining the date, the specific date may set the date to a past date, depending on how long the journey is running and how far out the specific date is. Unless there is a specific need, we suggest leaving this blank, which will result in the current date/time in the Account’s time zone being used.

5 FAQ

6 Need help?

If you need help with setup or troubleshooting, contact support. We are happy to help.