CRM

FF2
Participant

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

Résolue

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!

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1 Solution acceptée
karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

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

Résolue

Hi @FF2,

 

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

 

karstenkoehler_0-1638539539492.png

 

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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1 Réponse
karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

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

Résolue

Hi @FF2,

 

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

 

karstenkoehler_0-1638539539492.png

 

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.