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Re: Stop Lead Nurturing after lead is converted to contact in SFDC

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Benjamin_Ortiz1
Level 4
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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Anonymous
Not applicable
Hi Ben,

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

Hope this helps.

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4 REPLIES 4
Anonymous
Not applicable
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
Anonymous
Not applicable
Alternatively, you could add a filter in your campaign smart lists to only send to SFDC type: Lead.
Anonymous
Not applicable
Hi Ben,

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

Hope this helps.
Benjamin_Ortiz1
Level 4
Would it work if I set "Assign to: is not empty" on the lead is converted trigger?