Remove non-renewing deal contacts from SMS renewal list
Remove non-renewing deal contacts from SMS renewal list
Your renewal deals flagged as non-renew lead to customers receiving unwanted SMS renewal messages and agent confusion. Remove their phone from the SMS list so agents stop outreach the same day.
Workflow preview:
Zap details:
Overview
When a deal is marked non-renew, teams can still send renewal SMS by mistake and annoy customers. This flow detects those deal updates, formats the contact number, and removes it from the SMS list so outreach stops the same day.