1.Monitors contact pipeline stage moves
Integrate HighLevel to capture the configured pipeline stage move context, so you can start do-not-contact activity logging.
Create non-contact activity for leads in skipped stage
Automatically monitor contact stage moves across HighLevel and Close. Create and update do-not-contact activity when pipeline stage changes, suppression-stage entry triggers, or timestamps arriveβso you can find leads, create CRM activities, and update suppression records without manual logging.
How this automation creates do-not-contact activity
When a lead moves into a suppression stage, delayed logging can cause outreach to the wrong contacts. This automation captures stage-change context and creates a do-not-contact CRM activity and updates suppression recordsβso your team can avoid manual logging.
Levor swap with your favorite app
2.Finds the lead by email
Integrate Close and CRM matching tools to find the lead by source email, so downstream steps can link correctly.
Closeor swap with your favorite app
3.Creates do-not-contact CRM activity
Integrate Close and CRM activity tracking to create a configured do-not-contact activity, so status is published with the mapped timestamp.
4.Updates contact suppression in marketing
Integrate LeadConnector and marketing list tools to add or update the contact with a suppression flag, so outreach pauses.
LeadConnectoror swap with your favorite app
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