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Create referral follow-up task and update lead record

Create referral follow-up task and update lead record

When a lead is marked lost, subscribers may still receive welcome messages. This stops those emails and creates a referral follow-up task so sources are notified same day.

Create referral follow-up task and update lead record

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Overview

Leads marked lost shouldn't trigger onboarding emails and referral partners deserve a timely update. This flow updates the lead record, pauses marketing sequences with a temporary tag, and creates a referral follow-up task so program coordinators can notify sources same day.

Create referral follow-up task and update lead record