1.Detect opportunity status change to configured statuses
Integrate Close and CRM status tracking to trigger lead removal matching on opportunity status change.
When booked, closed, or rescheduled opportunities still leave leads in outbound queues, call lists get out of sync and outreach wastes time. This automation detects opportunity status changes and searches, filters, and deletes sequence subscriptionsβso your team can call the right leads at the right time.
Integrate Close and CRM status tracking to trigger lead removal matching on opportunity status change.
Integrate Close and sequence enrollment data to search for active outbound sequence enrollments tied to the lead.
Integrate Filter by Zapier and data validation rules to proceed only when a qualifying subscription match exists.
Integrate Close and subscription state updates to set the found enrollment to deleted and remove the lead from calls.
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Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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