What this workflow solves
When a contact is marked do-not-contact in your CRM, remove them from selected active sequences and stop outreach.
Do-not-contact requests are non-negotiable. The contact opted out, your team needs to honor it, and any future outreach is a compliance and reputation risk. The problem is that DNC updates in the CRM don't automatically pull people out of running sequences. The flag gets set, but the emails keep going.
This recipe catches every DNC update the moment it lands, pulls the contact out of every active sequence, and adds them to your exclusion list so no one on your team reaches out again.
How the workflow works
- Trigger: Contact updated
- Action: Removes the contact from active sequences
- Action: Adds the contact to the exclusion list
How to set it up
This recipe is built from scratch. Open Workflows, click New workflow, and start with a blank canvas.
- Add a trigger and select Contact updated. Add a CRM filter on your do-not-contact field, set to the value your team uses to flag a DNC request (commonly a checkbox set to true).
- Add a Remove contacts from sequence action. Leave it set to any sequence so all active outreach stops.
- Add an Add to exclusion list action. Choose whether to exclude the contact's email or the entire account.
- Hit Launch.