Trigger if lead deleted and no deal created.

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Josh Buesking
Josh Buesking Member Posts: 186
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edited June 27 in Workflow Automation #1

Looking for a way to delete spam contacts.

Website form feeds into leads inbox. Lots of spam, looking at ways to minimize it but with AI things have gotten pretty difficult last year or so.

I'd like to be able to automatically delete the contact when deleting a lead.

If I convert to a deal it still triggers lead deleted so looking for a way to trigger automation when deleted and not converted.

I use make for all of automations currently and not seeing anything in the API reference that will filter these.

Thanks for any help.

Answers

  • Oka Lesmana
    Oka Lesmana Member Posts: 16
    First Comment Name Dropper Photogenic
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    Hi @Josh Buesking

    This workflow works to trigger the deletion of an associated contact when a lead is deleted.

    Hope this helps!

    Feel free to let me know if you have any questions.

    Best regards.

    Oka Lesmana | www.astersense.com

  • Josh Buesking
    Josh Buesking Member Posts: 186
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    edited June 26 #3
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    @Oka Lesmana

    I appreciate your reply but you just further explained my issue.

    There is no flag if the lead is converted to a deal. I obviously don't want to delete the contact if there's a deal converted from the lead.

    If I just delete the lead this works fine.

    If it's a good lead and not spam when I convert to deal pipedrive still deletes the lead and triggers the automation.

    The converted deal then has a deleted contact.

  • Josh Buesking
    Josh Buesking Member Posts: 186
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    My issue is since our website is feeding the lead inbox it's creating spam contacts when deleting them.

    I've browsed the api reference and I don't see any "is_converted" flag or anything I can use.

    I might be able to work some magic using make.

  • Josh Buesking
    Josh Buesking Member Posts: 186
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    edited June 26 #5
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    This did get me thinking though.


    Our webform sets Lead labels with "No Contact" by defualt.

    Once we reach out we switch label to "Contacted"

    Once appointment is scheduled we switch label to "Appointment".

    By using the labels I made the automation filter only "No Contact" to be deleted.

  • Oka Lesmana
    Oka Lesmana Member Posts: 16
    First Comment Name Dropper Photogenic
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    Hi @Josh Buesking,

    Adding a label is a good idea to filter leads that you want to delete along with their associated contact persons. This way, when you convert a lead into a deal, the contact won't be deleted.