Delete contact only when not converted to a deal.
I have a webform feeding my leads inbox.
Works great but we do get a few spam entry's every day that end up in my contact list.
I had set an automation to where when I deleted a lead it also deleted the contact.
Only issue is when I convert a lead to a deal the system deletes the lead and triggers the automation as well.
Is there a way to delete the contact only if it's not converted to a deal?
Leonardo Zimmermann Moderator Posts: 42
Hey, @Josh Buesking!
This is indeed expected, so in this case we have to think of workarounds.
My suggestion is to create a single-option custom field called "Spam", which you can mark as "yes" on each Lead that is created due to Spam. The automation could then include the condition "Spam - is - yes", which means that it would only be triggered if that field is marked with a "yes".
We are adding an extra manual step there, but this is the best workaround I can see suitable at this point.
I hope this helps :)0