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January 14, 2025
Nueva función
New Workflow Conversion Goals
There are two new options for Workflow conversion goals - Meeting booked and Lead status change.
When Meeting booked is set as a workflow goal, the workflow automatically pauses and marks the contact as converted as soon as they book a new meeting.
With Lead status change as a conversion goal, you can select specific lead statuses that trigger the conversion. When a lead's status changes to one of your selected options, the workflow automatically pauses. This is perfect for workflows targeting cold prospects that shouldn't continue once the lead progresses further in your sales funnel.