• Instructions to Ask a Question

    For any assistance, please click the "Ask a Question" button and select the Pabbly product for which you require support.

    We offer seven comprehensive applications designed to help you efficiently manage and grow your business:

    Our support team endeavors to respond within 24 business hours (Monday to Friday, 10:00 AM to 6:00 PM IST). We appreciate your understanding and patience.

    🚀 Exclusive Lifetime Offers 🚀

    We invite you to take advantage of our special one-time payment plans, providing lifetime access to select applications:

    • 🔥 Pabbly Connect — Lifetime Access for $249View Offer
    • 🔥 Pabbly Subscription Billing — Lifetime Access for $249View Offer
    • 🔥 Pabbly Chatflow — Lifetime Access for $249View Offer

    Make a one-time investment and enjoy the advantages of robust business management tools for years to come.

Brilliant Directories - updating lead data after a delay

Status
Not open for further replies.

ms_akasha

Member
Your Task History ID
IjU3NjAwNTY0MDYzZjA0MzQ1MjZiNTUzNzUxMzA1MTY2NTQzMSI_3D_pc
I have been using Pabbly to trigger an email auto-response (feedback survey) 3 weeks after a lead is received on my Brilliant Directories site. Works well, but when there is a spam /bot lead, the members get confused why I've asked them for feedback, which is fair enough - as its not a real lead.

So I want to make an adjustment so the feedback email only sends 3 weeks later if the lead is still logged as 'matched' in the system at that point. So effectively, need pabbly to refresh the lead details 3 weeks later, then if condition x is met (lead still 'matched' - which is classifed as lead status '2' in the data) it will send the email. If I've marked the lead 'Bad lead' in BD the lead status changes to 7 so I thought if I reimport lead data then add a condition if Status=2 then send the email.

I have been playing around with this as I can see 'Update lead' as an option, but can't get it to work. Have also tried 'get lead'. How do you get it to reimport the data after a delayed period of time?
 

ArshilAhmad

Moderator
Staff member
Hi @ms_akasha,

Your workflow appears to be set up correctly. You have added "Get Lead" after the Delay, which should give you the updated lead status (refreshed data). Based on your Task History, I can see that Message 0 Lead Matches Lead Status is not getting changed to 7; rather, Message 0 Status is getting updated to 7.
1690562983460.png
 
Status
Not open for further replies.
Top