Skip to content
Templates
Update opportunity to disqualified when task closes in CRM

Update opportunity to disqualified when task closes in CRM

Your completed follow-up tasks leave opportunities marked active when prospects are unresponsive. It moves those opportunities to a disqualified stage so reps stop outreach same day.

Update opportunity to disqualified when task closes in CRM

Workflow preview:

Zap details:

Overview

Stale prospects that don't reply often stay active in pipelines, skewing forecasts and wasting rep time. This flow ensures those opportunities are moved to a disqualified stage automatically so reps and pipeline owners see cleaned forecasts and stop outreach the same day.

Update opportunity to disqualified when task closes in CRM