Trigger if lead deleted and no deal created.

Josh Buesking

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.

Oka Lesmana

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

@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

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

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

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.

MBrown

@Josh Buesking How the heck are you adding the lead label via the form. There is no option to add labels in the webform creation, in fact other people have been asking for this feature.

Mike

MBrown

Never mind, I have set it up in automations to add the label on new lead.

Your method works perfectly. I have an automation set up now to delete contact if the label is still not contacted when the lead is deleted.

Josh Buesking

Glad it worked out for you, I use gravity forms and the pipedrive addon to populate leads. It allows a label to be set when user submits form on our website.