Miro board: https://miro.com/app/board/uXjVK5zoIFo=/


Hello, and welcome back!


In this video, we're going to be covering the "Contact Marked as "Lost"" automation.


Purpose

The purpose of this automation is to remove a contact from any workflow they are a part of whenever they get marked as "Lost" in the system.


Let's dive into the automation

  • Trigger
  • Action Steps
  • Settings


Conclusion

That's it!


I'll see you in the next video!