Keep Your Pipeline Clean—Auto-Delete Stale Leads Weekly
Every week, Notis identifies leads that haven't engaged in months and deletes them so your Salesforce stays focused on real opportunities.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Delete lead
Permanently deletes a lead from salesforce. this action cannot be undone.
Why this helps
Inactive leads clutter Salesforce and make it hard to see real pipeline, but manually deleting them is a tedious chore that gets skipped.
- Your Salesforce pipeline is always clean and focused on real opportunities.
- Smaller, more accurate lead count means better analytics and forecasting.
- Reduces noise in your sales process so team focuses on warm leads.
- Automatic cleanup means no weekly chore to remember.
Setup
Build it in a few focused steps.
- 1Connect Salesforce to Notis via the portal (one-time setup).
- 2Tell Notis: 'Every Friday, delete leads that haven't had activity in 6 months' or build in Automations with a weekly cron trigger.
- 3Notis will query leads by last activity date and delete those past your threshold.
- 4Choose your cleanup day/time and notification channel.
- 5Review the deletion policy first (e.g., exclude certain lead sources, status, or owner).
Questions about this workflow
How far back should I go before deleting leads?
Typical thresholds are 3-6 months of no activity. Use 6 months for B2B and 3 months for fast-moving B2C. Adjust based on your sales cycle.
Can I exclude certain lead sources from deletion?
Yes. You can configure Notis to spare leads from specific sources, owned by certain reps, or with certain statuses (e.g., keep qualified leads).
Will I get a warning before leads are deleted?
Yes. Notis sends a summary report each week showing which leads will be deleted, so you can review before the deletion runs.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Whatsapp to Salesforce. A trigger fires from one place; an action lands in another.
Whatsapp triggers
Salesforce actions
Message Status Updated
Triggers when a WhatsApp message status changes. IMPORTANT LIMITATION: WhatsApp Cloud API does not provide a native polling endpoint for message status. Status updates are ONLY delivered via webhooks in real-time. This trigger cannot directly poll the WhatsApp API for status updates. This trigger will return empty results as WhatsApp does not support this operation. To track message status updates, you must: 1. Set up a webhook endpoint to receive status notifications from WhatsApp 2. Store the webhook data in your own database 3. Use a different mechanism to query your stored webhook data For more information, see: - https://developers.facebook.com/docs/whatsapp/cloud-api/webhooks
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
New Message Received
Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Interactive Reply Received
Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Message Template Status Update
Triggered when the review status of a WhatsApp message template changes — for example approved, rejected, or flagged — on your WhatsApp Business Account.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Not just Whatsapp and Salesforce. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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