topic Re: Auto-Deleting Contacts in Tips, Tricks & Best Practices

Auto-Deleting Contacts

GClarke0 — Mon, 03 Oct 2022 16:23:40 GMT

We have an enquiry form on our website which auto-adds their information (email, number, name) to our CRM. This is essential as it gives us the information to follow up on this lead.

Is there a functionality that allows us to auto-delete these leads after a certain amount of time (e.g 6 months)? This would be a sufficient amount of time to suggest if 'Lead Status' hasn't changed to 'Client' then it is highly probable that they no longer should be on our CRM.

Re: Auto-Deleting Contacts

crispyGTM — Mon, 03 Oct 2022 20:18:24 GMT

@GClarke0 This functionality has just been released in public beta. In your account if you navigate to Product Updates>Betas>Workflow action to delete contacts, you can join the beta and enable this functionality to be an action in a workflow.

Re: Auto-Deleting Contacts

deepikaverma — Tue, 04 Oct 2022 06:54:42 GMT

Hi @GClarke0 ,
Yes, you can do that, go to workflows > action > Delete Contact.

If it is not visible to you then, make sure you are Super Admin and join this feature from the product update
section > Product Updates>Betas>Workflow action to delete contacts
I hope it helps!
Thanks!