Automation Condition Check - Lead converted to deal?
I have an automation set up that gets triggered on lead creation - starts a 3 day delay, and then sends a reminder e-mail to the owner of the lead to tell them to either archive it or convert it.
I believe I have figured out hat "archive time = empty" is one way to check if it's still there, but is there a way to also check to see if it has been converted to a deal? Or does archive time get stamped when it's converted? I thought it was deleted.
Answers
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Hello @Preston,
When checking the archived status, you can use the "Archived" condition, which is more reliable than the Archive Time.
For the possibility of checking if the Lead is converted to a Deal, you can add an action step to update any fields of the Leads, and this action would act as a condition in this case. The logic here would be that when a Lead is converted to a Deal, the original Lead is deleted, and if the automation tries to update a deleted Lead, it would be stopped with an error. Here is an example:
Taking the above example, the Activity would only be created if the Lead is not archived or deleted. If the Lead is deleted, step 4 will fail, and stop the automation. We hope this helps!
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