Workflow Template

Clean Up Inactive Contacts

Removes contact records that are unsubscribed, have bounced emails, or have had no engagement for over a year to maintain database hygiene.

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Description

Deletes contact records that are unsubscribed, have bounced marketing emails, or have had no engagement for over a year and are not in Opportunity or Customer stages.

Related Workflows

Auto-Assign Contact Owner on Form Submit

Assigns a default owner and rotates contact ownership among team members when a contact submits a form without an existing owner.

Copy Contact Associations

Copies deal and ticket associations for contacts with a known phone number to maintain relationship integrity.

Merge Duplicate Contacts (Telegram)

Identifies and merges duplicate contacts based on matching Telegram IDs, preserving the oldest record as the primary.

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