Update deal stage when a contact opts out

Your contacts' email opt-outs leave related deals in active pipeline stages, causing accidental outreach and noisy forecasts. This keeps your pipeline compliant and visible before campaign sends.

Update deal stage when a contact opts out

Overview

When contacts opt out, your pipeline must reflect that immediately to avoid non-compliant outreach and misleading forecasts. This flow finds related deals and marks them as opted-out so reps stop outreach and pipelines stay accurate before the next campaign.

Update deal stage when a contact opts out