Auto-Close Deals After Unresponsive Sales SequenceSOLVE
Looking for some advice on automating closing deals in a particular situation.
We have deals in "New MQL" and "SDR Nurturing" deal stages. When we get a new deal, their associated contact receives an initial sales sequence. Once they are done with the sales sequence, we typically close/lose their deal if we did not receive a response. Currently, after the sales sequence is complete and with no response, we set up a task on the contact record that says "Close out deal."
I'd like to find a way to then automatically close the deal itself (changing both the "deal stage" and "close lost reason") as well as automatically close out the task.
I've tried several ways of doing this but have yet to find a way to connect a contact task updating deal properties. Any ideas?
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