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CRM

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Set lead automatically to "not interested" after completing a sequence

lösung

I crated a property field in which the lead status is saved. I would now like to build an automation that automatically sets all leads who have completed a sequence to the end to the lead status "Not interested". How can I best achieve this? With a workflow?

Thanks in advance!

1 Akzeptierte Lösung

Set lead automatically to "not interested" after completing a sequence

lösung

Hi @FF2,

This could be achieved with a contact-based workflow like the one below:

Let me know if you have any follow-up questions!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

Did my post help answer your query? Help the community by marking it as a solution.

Lösung in ursprünglichem Beitrag anzeigen

1 Antwort

Set lead automatically to "not interested" after completing a sequence

lösung

Hi @FF2,

This could be achieved with a contact-based workflow like the one below:

Let me know if you have any follow-up questions!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

Did my post help answer your query? Help the community by marking it as a solution.

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