Stop Lead Nurturing after lead is converted to contact in SFDC

[Benjamin_Ortiz1]

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.

[Benjamin_Ortiz1]

Would it work if I set "Assign to: is not empty" on the lead is converted trigger?

[Anonymous · Accepted solution]

Hi Ben,

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

Hope this helps.

[Anonymous]

Alternatively, you could add a filter in your campaign smart lists to only send to SFDC type: Lead.

[Anonymous]

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