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How Do I Create an Automation To Move a Contact to Another Status After a Period of Time?

This Time-based Automation is helpful when you want to move old leads to a "lost" Status or to simply automate the Contact's progress.

Recipe:

  1. Choose the Time based trigger type
  2. Select the Job trigger record
  3. Run this automation: X (Where X is the amount of time in Minutes, Hours, Days, Weeks, Months, or Years) After the Date Status Changed
  4. Select +Add Condition
    1. If Type is Retail (Workflow Types vary depending on your settings)
  5. Select +Add Condition again
    1. If Status is Lead (Status names may vary depending on your Workflow)
  6. Check the radio for Require all conditions to be true
  7. Select +Add Action
  8. Choose the Change Status Action
  9. Select the Workflow Type
  10. Choose the Lost Status (Names may vary depending on your Workflow)
  11. Save the Automation when you are finished