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How to Automatically Remove CRM-Disqualified Leads from Outreach Sequences

Dustin Kadrmas
Updated

Objective

Set up Outreach to automatically finish Prospects in Sequences when the corresponding Lead or Contact is marked Disqualified in CRM.

Applies To

  • Prospects
  • Sequences

Procedure

  1. Set up a way to convey the disqualification status from CRM into Outreach.  Typically, this will be done via a Lead Status<>Stage mapping.
  2. Set up a Trigger that applies to all disqualified Prospects.
  3. Add a Trigger action of "Finish all Sequences."

Additional Information

Note: If you have a Sequence workflow that is intended to try and re-qualify disqualified Sequences, you'll want to be sure to include in that workflow a step that changes the Prospect Stage to something other than "Disqualified," to keep the Trigger from firing again. 

 

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