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?

Answers

  • Leonardo Zimmermann
    Leonardo Zimmermann Pipedrive Team Posts: 89 PIPEDRIVE TEAM
    First Answer 5 Likes Name Dropper First Comment

    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 :)