For sales ops: prevent outreach to unsubscribed leads

Sales ops risk sending outreach to unsubscribed prospects, creating compliance gaps. This workflow updates CRM and opportunity opt-out fields so reps stop outreach and records remain accurate.

Overview

Sending outreach to unsubscribed prospects creates compliance risk and undermines pipeline trust. Writing opt-outs to both lead and opportunity records prevents inappropriate outreach, reduces manual corrections for ops, and keeps opt-out records audit-ready.

Notable Features

Update CRM opt-out fields
Set opt-out on opportunity records
Notify sales ops of unsubscribes