Workflow Template

Disqualify Unresponsive Leads

Moves leads to Disqualified status with "No Reply" reason when they have been in Attempting stage with no engagement for over 14 days.

Updates lead stage to Disqualified and sets disqualification reason to No Reply for leads in Attempting stage with no engagement for over 14 days.

Resets lead stage to "New" for previously disqualified leads with specific reasons when they submit a new form, with Telegram notification.

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

Automatically merges duplicate contacts when a form is submitted, using a shared property to identify matches and keeping the oldest record.