Automation Flow - Archiving Leads in bulk

This automation makes it easy to archive leads in bulk, allowing you to keep records of leads that are not currently active, without needing to delete them. Ideal for efficiently managing cold leads.

It is important that these leads are in a segment. To do this, you need to create a segment and add them either through the segment filter or through some automation.

• To learn how to create segments, see this article.

• To learn how to add leads to a segment through the filter, see this article.

In this example, our leads entered the segment through a CRM automation, check out this step-by-step guide here.

Now let's create our Automation Flow.

1 - Go to Automation Flow

2 - Click +New, add:

• Title: give the automation a name

• Segment: specify the segment to which the leads were previously added

• YES for Published, and Allow leads to automatically restart the flow

• Click Open Builder

3 - In the builder, click the orange dot on the Start block, select Actions, and search for the Archive Leads action

Read the warning message - Attention: Archiving a lead will not delete it, however it will no longer be able to participate in any automated system in SprintHub.

Click Apply, Save, and Close.

Automation flows triggered by the segment, only run once per lead. If you remove the lead from the segment and add it again, the Flow WILL NOT be executed on the lead again.