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Benjamin_Ortiz1
Benjamin_Ortiz1
New Participant
July 1, 2013
Solved

Stop Lead Nurturing after lead is converted to contact in SFDC

  • July 1, 2013
  • 4 replies
  • 1452 views
What would be the best way to stop lead nurturing once a lead is converted to a contact in SFDC? I tried searching for a trigger but all I see is the "lead is converted" trigger that looks like it is used to assign the lead to a new owner.
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Best answer by
Hi Ben,

You can use 'data value was changes' and put it SFDC type & new value=Contact.

Hope this helps.

4 replies

A
Anonymous
October 28, 2013
Hi Michelle,

So just to confirm, Ben's method of using the trigger "Lead is Converted" will not work?

On a side note, is the "Assign To" parameter in the trigger an action? Because if so, I don't understand why there would be an action in the Smartlist. To me it makes more sense for that action to be in the flow.



Thanks,
Andy
A
Anonymous
July 1, 2013
Alternatively, you could add a filter in your campaign smart lists to only send to SFDC type: Lead.
A
Anonymous
Accepted solution
July 1, 2013
Hi Ben,

You can use 'data value was changes' and put it SFDC type & new value=Contact.

Hope this helps.
    Benjamin_Ortiz1
    Benjamin_Ortiz1Author
    New Participant
    July 1, 2013
    Would it work if I set "Assign to: is not empty" on the lead is converted trigger?
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