Automation Flow - Archiving Leads in bulk

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

It is important that these leads are in a segment. For this, you need to create a segment, and add them either via 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 using the filter, see this article.

In this example, our leads entered the segment through a CRM automation, check 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: indicate the segment in which the leads were previously added

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

• Click Open Builder

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

Read the alert message - Attention: Archiving a lead will not delete it, but 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 for the lead. If you remove the lead from the segment and add it again, the Flow WILL NOT run for the lead again.