1.Monitors invalid leads in smart view
Integrate Close and lead search tools to detect new leads that match a smart view flagged as invalid.
Pause outreach sequences when leads are marked invalid
Automatically detect new leads flagged as invalid across Close and pause any active sequence subscriptions for the primary contact. Create and update when leads are flagged invalid, subscriptions are found, or sequences are activeβso you can record audit reasons, pause outreach, and stop follow-up without manual reporting.
How this automation pauses your outreach sequences
When invalid leads get through, outreach can keep going and waste sales time. This automation creates audit notes and searches then pauses sequence subscriptionsβso your team can stop outbound contact quickly.
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2.Creates an audit note on the lead
Integrate Close and CRM notes tools to record the lead reference, target, and the reason outreach was paused.
3.Finds active sequence subscriptions
Integrate Close and subscription lookup tools to search by primary contact reference and identify active subscriptions.
4.Pauses the sequence subscription
Integrate Close and workflow control tools to update the subscription status to paused to stop outbound sequences.
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