Are we missing something really obvious? We're trying to create relationships automatically with an object > people through the UI, e.g., Campaigns / Broadcasts, etc.
Our goal is to automatically connect/create a relationship with an Object – (a list of all our physical locations) – and a person. For example, when a person registers their interest (via a new lead form), we want to automatically set up the relationship with the object.
So, if a customer registers interest in Y Location through a lead form, can we set up the relationship within the existing Customer.io workflow?
We have gone through all the documentation but can't seem to determine if this is possible in the
Customer.io GUI / UI, or if this needs to be done with a different solution.
If it can't be done in Customer.io (which would indeed be somewhat bizarre), is Twilio Segment the best way to do this?
Best answer by Penny
View original